Integrated Wealth Management’s SPDR S&P Global Dividend ETF WDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $262K | Hold |
4,050
| – | – | 0.09% | 204 |
|
|
2016
Q4 | $250K | Buy |
4,050
+610
| +18% | +$37.7K | 0.09% | 197 |
|
|
2016
Q3 | $219K | Buy |
3,440
+3,190
| +1,276% | +$203K | 0.08% | 204 |
|
|
2016
Q2 | $15K | Hold |
250
| – | – | 0.01% | 661 |
|
|
2016
Q1 | $15K | Hold |
250
| – | – | 0.01% | 616 |
|
|
2015
Q4 | $14K | Hold |
250
| – | – | 0.01% | 680 |
|
|
2015
Q3 | $15K | Hold |
250
| – | – | 0.01% | 659 |
|
|
2015
Q2 | $16K | Sell |
250
-100
| -29% | -$6.4K | 0.01% | 674 |
|
|
2015
Q1 | $23K | Buy |
+350
| New | +$23K | 0.01% | 537 |
|