Jones Financial Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Buy |
534
+336
| +170% | +$23.6K | ﹤0.01% | 2335 |
|
|
2025
Q1 | $12.9K | Hold |
198
| – | – | ﹤0.01% | 2600 |
|
|
2024
Q4 | $12.3K | Buy |
198
+50
| +34% | +$3.1K | ﹤0.01% | 2441 |
|
|
2024
Q3 | $9.9K | Buy |
+148
| New | +$9.9K | ﹤0.01% | 2211 |
|
|
2021
Q2 | – | Sell |
-725
| Closed | -$48K | – | 792 |
|
|
2021
Q1 | $48K | Buy |
+725
| New | +$48K | ﹤0.01% | 353 |
|