Geneos Wealth Management’s Global X SuperDividend ETF SDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Sell |
133
-133
| -50% | -$3K | ﹤0.01% | 2721 |
|
|
2025
Q1 | $5.58K | Buy |
266
+133
| +100% | +$2.79K | ﹤0.01% | 2728 |
|
|
2024
Q4 | $2.74K | Buy |
+133
| New | +$2.74K | ﹤0.01% | 2513 |
|
|
2022
Q4 | – | Sell |
-133
| Closed | -$3K | – | 2086 |
|
|
2022
Q3 | $3K | Sell |
133
-260
| -66% | -$5.87K | ﹤0.01% | 1802 |
|
|
2022
Q2 | $10K | Hold |
393
| – | – | ﹤0.01% | 1957 |
|
|
2022
Q1 | $13K | Buy |
393
+100
| +34% | +$3.31K | ﹤0.01% | 1986 |
|
|
2021
Q4 | $10K | Sell |
293
-275
| -48% | -$9.39K | ﹤0.01% | 2188 |
|
|
2021
Q3 | $22K | Hold |
568
| – | – | ﹤0.01% | 1884 |
|
|
2021
Q2 | $24K | Buy |
568
+133
| +31% | +$5.62K | ﹤0.01% | 1824 |
|
|
2021
Q1 | $18K | Hold |
435
| – | – | ﹤0.01% | 2135 |
|
|
2020
Q4 | $18K | Sell |
435
-392
| -47% | -$16.2K | ﹤0.01% | 1972 |
|
|
2020
Q3 | $26K | Sell |
827
-175
| -17% | -$5.5K | ﹤0.01% | 1534 |
|
|
2020
Q2 | $32K | Sell |
1,002
-596
| -37% | -$19K | ﹤0.01% | 1423 |
|
|
2020
Q1 | $45K | Buy |
1,598
+583
| +57% | +$16.4K | ﹤0.01% | 1159 |
|
|
2019
Q4 | $54K | Hold |
1,015
| – | – | ﹤0.01% | 1213 |
|
|
2019
Q3 | $51K | Sell |
1,015
-333
| -25% | -$16.7K | ﹤0.01% | 1175 |
|
|
2019
Q2 | $69K | Buy |
1,348
+41
| +3% | +$2.1K | ﹤0.01% | 1049 |
|
|
2019
Q1 | $71K | Buy |
1,307
+84
| +7% | +$4.56K | ﹤0.01% | 993 |
|
|
2018
Q4 | $62K | Hold |
1,223
| – | – | ﹤0.01% | 1003 |
|
|
2018
Q3 | $74K | Hold |
1,223
| – | – | ﹤0.01% | 997 |
|
|
2018
Q2 | $76K | Hold |
1,223
| – | – | 0.01% | 879 |
|
|
2018
Q1 | $76K | Hold |
1,223
| – | – | 0.01% | 846 |
|
|
2017
Q4 | $79K | Sell |
1,223
-437
| -26% | -$28.2K | 0.01% | 829 |
|
|
2017
Q3 | $109K | Sell |
1,660
-348
| -17% | -$22.9K | 0.01% | 674 |
|
|
2017
Q2 | $130K | Buy |
2,008
+121
| +6% | +$7.83K | 0.01% | 617 |
|
|
2017
Q1 | $121K | Buy |
1,887
+49
| +3% | +$3.14K | 0.01% | 609 |
|
|
2016
Q4 | $114K | Hold |
1,838
| – | – | 0.02% | 582 |
|
|
2016
Q3 | $118K | Buy |
1,838
+46
| +3% | +$2.95K | 0.02% | 560 |
|
|
2016
Q2 | $111K | Hold |
1,792
| – | – | 0.02% | 565 |
|
|
2016
Q1 | $107K | Buy |
+1,792
| New | +$107K | 0.02% | 562 |
|