Joseph P. Lucia & Associates’s Global X SuperDividend US ETF DIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $274K | Sell |
15,610
-1,970
| -11% | -$34.6K | 0.11% | 125 |
|
2025
Q1 | $331K | Sell |
17,580
-1,295
| -7% | -$24.4K | 0.15% | 106 |
|
2024
Q4 | $340K | Sell |
18,875
-1,600
| -8% | -$28.8K | 0.15% | 98 |
|
2024
Q3 | $383K | Sell |
20,475
-325
| -2% | -$6.07K | 0.18% | 93 |
|
2024
Q2 | $359K | Sell |
20,800
-2,275
| -10% | -$39.2K | 0.18% | 88 |
|
2024
Q1 | $401K | Sell |
23,075
-645
| -3% | -$11.2K | 0.22% | 85 |
|
2023
Q4 | $408K | Sell |
23,720
-2,505
| -10% | -$43K | 0.25% | 77 |
|
2023
Q3 | $425K | Sell |
26,225
-645
| -2% | -$10.4K | 0.3% | 70 |
|
2023
Q2 | $449K | Sell |
26,870
-90
| -0.3% | -$1.5K | 0.3% | 72 |
|
2023
Q1 | $470K | Sell |
26,960
-1,400
| -5% | -$24.4K | 0.33% | 71 |
|
2022
Q4 | $533K | Sell |
28,360
-2,210
| -7% | -$41.5K | 0.4% | 61 |
|
2022
Q3 | $539K | Sell |
30,570
-200
| -0.6% | -$3.53K | 0.42% | 58 |
|
2022
Q2 | $599K | Sell |
30,770
-1,280
| -4% | -$24.9K | 0.42% | 57 |
|
2022
Q1 | $677K | Sell |
32,050
-5,370
| -14% | -$113K | 0.41% | 58 |
|
2021
Q4 | $779K | Sell |
37,420
-4,235
| -10% | -$88.2K | 0.5% | 54 |
|
2021
Q3 | $809K | Sell |
41,655
-2,935
| -7% | -$57K | 0.48% | 57 |
|
2021
Q2 | $891K | Sell |
44,590
-6,875
| -13% | -$137K | 0.53% | 56 |
|
2021
Q1 | $997K | Sell |
51,465
-11,530
| -18% | -$223K | 0.44% | 48 |
|
2020
Q4 | $1.06M | Sell |
62,995
-14,235
| -18% | -$240K | 0.74% | 46 |
|
2020
Q3 | $1.17M | Sell |
77,230
-3,440
| -4% | -$52K | 1.09% | 35 |
|
2020
Q2 | $1.21M | Sell |
80,670
-2,765
| -3% | -$41.5K | 1.09% | 32 |
|
2020
Q1 | $1.08M | Sell |
83,435
-199
| -0.2% | -$2.56K | 1.2% | 30 |
|
2019
Q4 | $1.99M | Buy |
83,634
+34,040
| +69% | +$808K | 1.81% | 19 |
|
2019
Q3 | $1.17M | Buy |
49,594
+8,420
| +20% | +$198K | 1.2% | 28 |
|
2019
Q2 | $933K | Sell |
41,174
-474,518
| -92% | -$10.8M | 0.98% | 30 |
|
2019
Q1 | $21.5K | Buy |
+515,692
| New | +$21.5K | 1.6% | 20 |
|