EWM
Empirical Wealth Management’s SPDR S&P International Dividend ETF DWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.06M | Sell |
214,955
-8,787
| -4% | -$370K | 0.2% | 95 |
|
|
2025
Q1 | $8.58M | Buy |
223,742
+844
| +0.4% | +$32.4K | 0.22% | 93 |
|
|
2024
Q4 | $7.79M | Buy |
222,898
+3,794
| +2% | +$133K | 0.21% | 92 |
|
|
2024
Q3 | $8.41M | Buy |
219,104
+2,200
| +1% | +$84.5K | 0.24% | 87 |
|
|
2024
Q2 | $7.47M | Sell |
216,904
-6,352
| -3% | -$219K | 0.22% | 84 |
|
|
2024
Q1 | $7.85M | Sell |
223,256
-4,955
| -2% | -$174K | 0.24% | 82 |
|
|
2023
Q4 | $8.11M | Buy |
228,211
+2,355
| +1% | +$83.7K | 0.27% | 74 |
|
|
2023
Q3 | $7.43M | Buy |
225,856
+4,583
| +2% | +$151K | 0.29% | 69 |
|
|
2023
Q2 | $7.61M | Buy |
221,273
+597
| +0.3% | +$20.5K | 0.31% | 67 |
|
|
2023
Q1 | $7.56M | Buy |
220,676
+14,341
| +7% | +$492K | 0.33% | 61 |
|
|
2022
Q4 | $6.67M | Buy |
206,335
+13,393
| +7% | +$433K | 0.31% | 65 |
|
|
2022
Q3 | $5.56M | Sell |
192,942
-2,690
| -1% | -$77.5K | 0.29% | 68 |
|
|
2022
Q2 | $6.71M | Buy |
195,632
+28,198
| +17% | +$967K | 0.35% | 56 |
|
|
2022
Q1 | $6.49M | Buy |
167,434
+26,397
| +19% | +$1.02M | 0.32% | 56 |
|
|
2021
Q4 | $5.48M | Buy |
141,037
+12,541
| +10% | +$488K | 0.27% | 65 |
|
|
2021
Q3 | $4.88M | Sell |
128,496
-9,282
| -7% | -$352K | 0.28% | 64 |
|
|
2021
Q2 | $5.43M | Buy |
137,778
+34,778
| +34% | +$1.37M | 0.33% | 56 |
|
|
2021
Q1 | $3.93M | Buy |
103,000
+3,395
| +3% | +$129K | 0.31% | 57 |
|
|
2020
Q4 | $3.64M | Sell |
99,605
-375
| -0.4% | -$13.7K | 0.28% | 54 |
|
|
2020
Q3 | $3.37M | Buy |
99,980
+5,251
| +6% | +$177K | 0.29% | 55 |
|
|
2020
Q2 | $3.14M | Sell |
94,729
-4,469
| -5% | -$148K | 0.29% | 53 |
|
|
2020
Q1 | $3.04M | Sell |
99,198
-28,068
| -22% | -$860K | 0.33% | 49 |
|
|
2019
Q4 | $5.12M | Buy |
127,266
+15,449
| +14% | +$621K | 0.56% | 30 |
|
|
2019
Q3 | $4.36M | Buy |
111,817
+12,776
| +13% | +$498K | 0.53% | 34 |
|
|
2019
Q2 | $3.9M | Buy |
99,041
+25,425
| +35% | +$1M | 0.51% | 32 |
|
|
2019
Q1 | $2.8M | Buy |
73,616
+24,998
| +51% | +$951K | 0.41% | 34 |
|
|
2018
Q4 | $1.7M | Buy |
48,618
+106
| +0.2% | +$3.71K | 0.29% | 50 |
|
|
2018
Q3 | $1.84M | Buy |
48,512
+3,240
| +7% | +$123K | 0.33% | 39 |
|
|
2018
Q2 | $1.73M | Buy |
45,272
+703
| +2% | +$26.9K | 0.32% | 43 |
|
|
2018
Q1 | $1.79M | Sell |
44,569
-38
| -0.1% | -$1.52K | 0.35% | 39 |
|
|
2017
Q4 | $1.84M | Sell |
44,607
-710
| -2% | -$29.3K | 0.39% | 35 |
|
|
2017
Q3 | $1.83M | Buy |
45,317
+4,332
| +11% | +$175K | 0.42% | 32 |
|
|
2017
Q2 | $1.6M | Buy |
40,985
+4,637
| +13% | +$181K | 0.39% | 35 |
|
|
2017
Q1 | $1.38M | Buy |
36,348
+6,195
| +21% | +$236K | 0.34% | 35 |
|
|
2016
Q4 | $1.09M | Buy |
30,153
+4,080
| +16% | +$147K | 0.27% | 44 |
|
|
2016
Q3 | $959K | Buy |
26,073
+9,592
| +58% | +$353K | 0.25% | 47 |
|
|
2016
Q2 | $580K | Sell |
16,481
-17
| -0.1% | -$598 | 0.15% | 63 |
|
|
2016
Q1 | $579K | Buy |
16,498
+1,853
| +13% | +$65K | 0.14% | 64 |
|
|
2015
Q4 | $489K | Buy |
14,645
+254
| +2% | +$8.48K | 0.12% | 72 |
|
|
2015
Q3 | $489K | Buy |
14,391
+6,935
| +93% | +$236K | 0.12% | 74 |
|
|
2015
Q2 | $309K | Buy |
7,456
+5
| +0.1% | +$207 | 0.07% | 99 |
|
|
2015
Q1 | $312K | Sell |
7,451
-860
| -10% | -$36K | 0.07% | 82 |
|
|
2014
Q4 | $349K | Buy |
8,311
+217
| +3% | +$9.11K | 0.09% | 76 |
|
|
2014
Q3 | $375K | Buy |
8,094
+21
| +0.3% | +$973 | 0.09% | 74 |
|
|
2014
Q2 | $414K | Buy |
8,073
+675
| +9% | +$34.6K | 0.1% | 73 |
|
|
2014
Q1 | $359K | Buy |
7,398
+1,095
| +17% | +$53.1K | 0.09% | 75 |
|
|
2013
Q4 | $299K | Buy |
6,303
+949
| +18% | +$45K | 0.08% | 77 |
|
|
2013
Q3 | $250K | Buy |
+5,354
| New | +$250K | 0.08% | 83 |
|