Heartwood Wealth Advisors’s SPDR S&P International Dividend ETF DWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Hold |
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|
2025
Q2 | $1.05M | Hold |
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|
2025
Q1 | $955K | Hold |
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|
2024
Q4 | $871K | Buy |
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|
2024
Q3 | $931K | Hold |
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|
2024
Q2 | $834K | Hold |
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|
2024
Q1 | $852K | Hold |
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|
2023
Q4 | $862K | Hold |
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|
2023
Q3 | $797K | Hold |
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|
2023
Q2 | $834K | Hold |
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|
2023
Q1 | $831K | Hold |
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|
2022
Q4 | $783K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $510K | Hold |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $583K | Buy |
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|
2019
Q4 | $739K | Buy |
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