HWA
Heartwood Wealth Advisors’s SPDR S&P International Dividend ETF DWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
24,906
| – | – | 0.11% | 77 |
|
|
2025
Q1 | $955K | Hold |
24,906
| – | – | 0.11% | 73 |
|
|
2024
Q4 | $871K | Buy |
24,906
+669
| +3% | +$23.4K | 0.1% | 78 |
|
|
2024
Q3 | $931K | Hold |
24,237
| – | – | 0.1% | 72 |
|
|
2024
Q2 | $834K | Hold |
24,237
| – | – | 0.1% | 77 |
|
|
2024
Q1 | $852K | Hold |
24,237
| – | – | 0.1% | 71 |
|
|
2023
Q4 | $862K | Hold |
24,237
| – | – | 0.11% | 57 |
|
|
2023
Q3 | $797K | Hold |
24,237
| – | – | 0.12% | 57 |
|
|
2023
Q2 | $834K | Hold |
24,237
| – | – | 0.12% | 61 |
|
|
2023
Q1 | $831K | Hold |
24,237
| – | – | 0.12% | 58 |
|
|
2022
Q4 | $783K | Buy |
+24,237
| New | +$783K | 0.12% | 53 |
|
|
2020
Q4 | – | Sell |
-15,113
| Closed | -$510K | – | 81 |
|
|
2020
Q3 | $510K | Hold |
15,113
| – | – | 0.1% | 44 |
|
|
2020
Q2 | $501K | Sell |
15,113
-3,931
| -21% | -$130K | 0.1% | 42 |
|
|
2020
Q1 | $583K | Buy |
19,044
+662
| +4% | +$20.3K | 0.14% | 36 |
|
|
2019
Q4 | $739K | Buy |
+18,382
| New | +$739K | 0.14% | 42 |
|