JFS Wealth Advisors’s Global X SuperDividend ETF SDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,767
| Closed | -$139K | – | 1950 |
|
|
2021
Q4 | $139K | Hold |
3,767
| – | – | 0.01% | 264 |
|
|
2021
Q3 | $149K | Hold |
3,767
| – | – | 0.02% | 252 |
|
|
2021
Q2 | $160K | Buy |
3,767
+367
| +11% | +$15.6K | 0.02% | 184 |
|
|
2021
Q1 | $142K | Buy |
3,400
+633
| +23% | +$26.4K | 0.03% | 167 |
|
|
2020
Q4 | $107K | Hold |
2,767
| – | – | 0.02% | 188 |
|
|
2020
Q3 | $89K | Buy |
+2,767
| New | +$89K | 0.02% | 186 |
|
|
2015
Q3 | – | Sell |
-521
| Closed | -$35K | – | 557 |
|
|
2015
Q2 | $35K | Hold |
521
| – | – | 0.02% | 216 |
|
|
2015
Q1 | $36K | Hold |
521
| – | – | 0.02% | 213 |
|
|
2014
Q4 | $36K | Buy |
521
+11
| +2% | +$760 | 0.01% | 219 |
|
|
2014
Q3 | $37K | Buy |
+510
| New | +$37K | 0.01% | 210 |
|