HWM
Hohimer Wealth Management’s Global X SuperDividend ETF SDIV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-18,865
| Closed | -$142K | – | 195 |
|
2022
Q3 | $142K | Hold |
18,865
| – | – | 0.05% | 168 |
|
2022
Q2 | $175K | Sell |
18,865
-1,400
| -7% | -$13K | 0.05% | 179 |
|
2022
Q1 | $232K | Buy |
20,265
+7,150
| +55% | +$81.9K | 0.05% | 187 |
|
2021
Q4 | $161K | Sell |
13,115
-20,000
| -60% | -$246K | 0.03% | 187 |
|
2021
Q3 | $438K | Buy |
33,115
+3,577
| +12% | +$47.3K | 0.09% | 147 |
|
2021
Q2 | $417K | Buy |
29,538
+8,000
| +37% | +$113K | 0.09% | 150 |
|
2021
Q1 | $299K | Sell |
21,538
-567
| -3% | -$7.87K | 0.07% | 151 |
|
2020
Q4 | $284K | Buy |
+22,105
| New | +$284K | 0.08% | 159 |
|