IFWM
Institute for 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 |
-11,223
| Closed | -$85K | – | 462 |
|
|
2022
Q3 | $85K | Sell |
11,223
-2,793
| -20% | -$21.2K | 0.02% | 435 |
|
|
2022
Q2 | $130K | Sell |
14,016
-1,283
| -8% | -$11.9K | 0.03% | 505 |
|
|
2022
Q1 | $175K | Sell |
15,299
-65
| -0.4% | -$721 | 0.03% | 517 |
|
|
2021
Q4 | $189K | Sell |
15,364
-93
| -0.6% | -$1.14K | 0.03% | 475 |
|
|
2021
Q3 | $204K | Hold |
15,457
| – | – | 0.04% | 456 |
|
|
2021
Q2 | $218K | Sell |
15,457
-242
| -2% | -$3.43K | 0.04% | 443 |
|
|
2021
Q1 | $218K | Sell |
15,699
-226
| -1% | -$3.12K | 0.04% | 427 |
|
|
2020
Q4 | $204K | Sell |
15,925
-1,387
| -8% | -$17.8K | 0.04% | 419 |
|
|
2020
Q3 | $186K | Sell |
17,312
-186
| -1% | -$2K | 0.04% | 394 |
|
|
2020
Q2 | $193K | Sell |
17,498
-310
| -2% | -$3.41K | 0.05% | 401 |
|
|
2020
Q1 | $166K | Sell |
17,808
-2,113
| -11% | -$19.7K | 0.05% | 370 |
|
|
2019
Q4 | $352K | Sell |
19,921
-24,881
| -56% | -$440K | 0.08% | 312 |
|
|
2019
Q3 | $760K | Sell |
44,802
-4,174
| -9% | -$70.8K | 0.19% | 153 |
|
|
2019
Q2 | $843K | Sell |
48,976
-8,070
| -14% | -$139K | 0.19% | 159 |
|
|
2019
Q1 | $1.04M | Buy |
57,046
+991
| +2% | +$18K | 0.23% | 125 |
|
|
2018
Q4 | $959K | Sell |
56,055
-4,660
| -8% | -$79.7K | 0.39% | 78 |
|
|
2018
Q3 | $1.22M | Sell |
60,715
-214
| -0.4% | -$4.35K | 0.41% | 84 |
|
|
2018
Q2 | $1.27M | Sell |
60,929
-86
| -0.1% | -$1.75K | 0.4% | 84 |
|
|
2018
Q1 | $1.26M | Sell |
61,015
-2,409
| -4% | -$49.6K | 0.37% | 87 |
|
|
2017
Q4 | $1.38M | Sell |
63,424
-3,318
| -5% | -$72K | 0.32% | 95 |
|
|
2017
Q3 | $1.47M | Sell |
66,742
-476
| -0.7% | -$10.5K | 0.48% | 66 |
|
|
2017
Q2 | $1.45M | Buy |
+67,218
| New | +$1.45M | 0.4% | 66 |
|