Golden State Wealth Management’s SPDR S&P Global Dividend ETF WDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,284
| Closed | -$225K | – | 460 |
|
|
2020
Q2 | $225K | Buy |
4,284
+3,444
| +410% | +$181K | 0.07% | 168 |
|
|
2020
Q1 | $40K | Buy |
+840
| New | +$40K | 0.02% | 396 |
|
|
2019
Q4 | – | Sell |
-17,683
| Closed | -$1.19M | – | 940 |
|
|
2019
Q3 | $1.19M | Sell |
17,683
-334
| -2% | -$22.6K | 0.39% | 49 |
|
|
2019
Q2 | $1.22M | Buy |
18,017
+5,994
| +50% | +$405K | 0.39% | 56 |
|
|
2019
Q1 | $797K | Buy |
+12,023
| New | +$797K | 0.27% | 78 |
|