GeoWealth 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
Q1 | – | Sell |
-379
| Closed | -$7.82K | – | 1691 |
|
|
2024
Q4 | $7.82K | Buy |
+379
| New | +$7.82K | ﹤0.01% | 1510 |
|
|
2024
Q3 | – | Sell |
-28,023
| Closed | -$617K | – | 1721 |
|
|
2024
Q2 | $617K | Sell |
28,023
-28,382
| -50% | -$625K | 0.03% | 376 |
|
|
2024
Q1 | $1.22M | Sell |
56,405
-1,035
| -2% | -$22.4K | 0.05% | 257 |
|
|
2023
Q4 | $1.3M | Sell |
57,440
-6,067
| -10% | -$137K | 0.11% | 184 |
|
|
2023
Q3 | $1.39M | Sell |
63,507
-48,093
| -43% | -$1.05M | 0.16% | 116 |
|
|
2023
Q2 | $2.52M | Buy |
+111,600
| New | +$2.52M | 0.27% | 74 |
|
|
2022
Q4 | – | Sell |
-2,205
| Closed | -$50K | – | 394 |
|
|
2022
Q3 | $50K | Buy |
+2,205
| New | +$50K | 0.01% | 290 |
|
|
2022
Q2 | – | Sell |
-3,050
| Closed | -$105K | – | 390 |
|
|
2022
Q1 | $105K | Buy |
3,050
+68
| +2% | +$2.34K | 0.01% | 322 |
|
|
2021
Q4 | $110K | Sell |
2,982
-439
| -13% | -$16.2K | 0.01% | 304 |
|
|
2021
Q3 | $136K | Sell |
3,421
-326
| -9% | -$13K | 0.01% | 307 |
|
|
2021
Q2 | $159K | Buy |
3,747
+118
| +3% | +$5.01K | 0.02% | 202 |
|
|
2021
Q1 | $151K | Buy |
3,629
+36
| +1% | +$1.5K | 0.02% | 179 |
|
|
2020
Q4 | $138K | Sell |
3,593
-176
| -5% | -$6.76K | 0.02% | 192 |
|
|
2020
Q3 | $122K | Sell |
3,769
-2,095
| -36% | -$67.8K | 0.04% | 153 |
|
|
2020
Q2 | $194K | Buy |
+5,864
| New | +$194K | 0.08% | 149 |
|
|
2020
Q1 | – | Sell |
-6,610
| Closed | -$350K | – | 118 |
|
|
2019
Q4 | $350K | Sell |
6,610
-5,358
| -45% | -$284K | 0.19% | 69 |
|
|
2019
Q3 | $609K | Buy |
11,968
+835
| +8% | +$42.5K | 0.14% | 90 |
|
|
2019
Q2 | $575K | Buy |
+11,133
| New | +$575K | 1.51% | 16 |
|