Heartwood Wealth Advisors’s Global X SuperDividend ETF SDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-37,944
| Closed | -$858K | – | 131 |
|
|
2022
Q3 | $858K | Buy |
37,944
+5,565
| +17% | +$126K | 0.15% | 50 |
|
|
2022
Q2 | $902K | Buy |
32,379
+3,860
| +14% | +$108K | 0.15% | 46 |
|
|
2022
Q1 | $980K | Buy |
28,519
+11,045
| +63% | +$380K | 0.15% | 46 |
|
|
2021
Q4 | $643K | Buy |
17,474
+1,529
| +10% | +$56.3K | 0.1% | 57 |
|
|
2021
Q3 | $633K | Buy |
15,945
+534
| +3% | +$21.2K | 0.1% | 54 |
|
|
2021
Q2 | $653K | Buy |
15,411
+9,927
| +181% | +$421K | 0.1% | 53 |
|
|
2021
Q1 | $229K | Sell |
5,484
-2,300
| -30% | -$96K | 0.04% | 78 |
|
|
2020
Q4 | $300K | Buy |
7,784
+167
| +2% | +$6.44K | 0.05% | 71 |
|
|
2020
Q3 | $246K | Buy |
7,617
+133
| +2% | +$4.3K | 0.05% | 70 |
|
|
2020
Q2 | $247K | Sell |
7,484
-339
| -4% | -$11.2K | 0.05% | 69 |
|
|
2020
Q1 | $219K | Buy |
7,823
+355
| +5% | +$9.94K | 0.05% | 63 |
|
|
2019
Q4 | $396K | Buy |
+7,468
| New | +$396K | 0.08% | 59 |
|