Great Valley Advisor Group’s SPDR Global Dow ETF DGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,656
| Closed | -$468K | – | 834 |
|
|
2024
Q2 | $468K | Hold |
3,656
| – | – | 0.01% | 546 |
|
|
2024
Q1 | $470K | Sell |
3,656
-55
| -1% | -$7.07K | 0.01% | 509 |
|
|
2023
Q4 | $442K | Sell |
3,711
-221
| -6% | -$26.3K | 0.02% | 487 |
|
|
2023
Q3 | $429K | Buy |
3,932
+568
| +17% | +$62K | 0.02% | 471 |
|
|
2023
Q2 | $380K | Buy |
3,364
+1,178
| +54% | +$133K | 0.02% | 504 |
|
|
2023
Q1 | $235K | Buy |
+2,186
| New | +$235K | 0.01% | 610 |
|