IFP Advisors’s SPDR Global Dow ETF DGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3608 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3338 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3257 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3169 |
|
|
2020
Q3 | – | Sell |
-13
| Closed | -$1K | – | 3034 |
|
|
2020
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 2494 |
|
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 2467 |
|
|
2019
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 2628 |
|
|
2019
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 2825 |
|
|
2019
Q1 | $1K | Sell |
10
-2,048
| -100% | -$205K | ﹤0.01% | 2196 |
|
|
2018
Q4 | $155K | Sell |
2,058
-166
| -7% | -$12.5K | 0.01% | 969 |
|
|
2018
Q3 | $192K | Sell |
2,224
-313
| -12% | -$27K | 0.01% | 1098 |
|
|
2018
Q2 | $209K | Buy |
2,537
+22
| +0.9% | +$1.81K | 0.01% | 1034 |
|
|
2018
Q1 | $215K | Hold |
2,515
| – | – | 0.01% | 959 |
|
|
2017
Q4 | $215K | Buy |
2,515
+527
| +27% | +$45.1K | 0.01% | 957 |
|
|
2017
Q3 | $160K | Hold |
1,988
| – | – | 0.01% | 1275 |
|
|
2017
Q2 | $153K | Buy |
1,988
+187
| +10% | +$14.4K | 0.01% | 1270 |
|
|
2017
Q1 | $134K | Sell |
1,801
-50
| -3% | -$3.72K | 0.01% | 1324 |
|
|
2016
Q4 | $129K | Sell |
1,851
-140
| -7% | -$9.76K | 0.01% | 1291 |
|
|
2016
Q3 | $135K | Sell |
1,991
-3
| -0.2% | -$203 | 0.01% | 1192 |
|
|
2016
Q2 | $128K | Buy |
1,994
+1,984
| +19,840% | +$127K | 0.01% | 1198 |
|
|
2016
Q1 | $1K | Sell |
10
-2,427
| -100% | -$243K | ﹤0.01% | 2196 |
|
|
2015
Q4 | $158K | Buy |
+2,437
| New | +$158K | 0.01% | 943 |
|