Heartwood Wealth Advisors’s SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-174,558
| Closed | -$4.19M | – | 134 |
|
|
2022
Q4 | $4.19M | Buy |
+174,558
| New | +$4.19M | 0.66% | 29 |
|
|
2020
Q4 | – | Sell |
-8,235
| Closed | -$200K | – | 82 |
|
|
2020
Q3 | $200K | Sell |
8,235
-11,720
| -59% | -$285K | 0.04% | 76 |
|
|
2020
Q2 | $493K | Hold |
19,955
| – | – | 0.1% | 45 |
|
|
2020
Q1 | $443K | Buy |
19,955
+540
| +3% | +$12K | 0.11% | 39 |
|
|
2019
Q4 | $623K | Buy |
+19,415
| New | +$623K | 0.12% | 44 |
|