Foundations Investment Advisors’s SPDR S&P Global Dividend ETF WDIV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
5,073
+125
+3% +$8.82K 0.01% 687
2025
Q1
$322K Sell
4,948
-835
-14% -$54.4K 0.01% 692
2024
Q4
$359K Sell
5,783
-184
-3% -$11.4K 0.01% 612
2024
Q3
$398K Buy
5,967
+571
+11% +$38.1K 0.01% 569
2024
Q2
$319K Sell
5,396
-442
-8% -$26.1K 0.01% 594
2024
Q1
$350K Sell
5,838
-137
-2% -$8.22K 0.01% 543
2023
Q4
$354K Sell
5,975
-2,512
-30% -$149K 0.01% 513
2023
Q3
$463K Buy
8,487
+1,191
+16% +$65K 0.01% 404
2023
Q2
$419K Buy
7,296
+3,435
+89% +$197K 0.01% 396
2023
Q1
$228K Sell
3,861
-125
-3% -$7.37K 0.01% 452
2022
Q4
$234K Buy
+3,986
New +$234K 0.01% 385