Kestra Private Wealth Services’s Copper Place Global Dividend Growth ETF GDVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,996
| Closed | -$774K | – | 1419 |
|
|
2024
Q1 | $774K | Sell |
31,996
-88,905
| -74% | -$2.15M | 0.02% | 632 |
|
|
2023
Q4 | $2.84M | Sell |
120,901
-32,672
| -21% | -$767K | 0.07% | 276 |
|
|
2023
Q3 | $3.28M | Buy |
153,573
+61,792
| +67% | +$1.32M | 0.1% | 222 |
|
|
2023
Q2 | $2.07M | Buy |
91,781
+71,942
| +363% | +$1.62M | 0.07% | 293 |
|
|
2023
Q1 | $448K | Buy |
+19,839
| New | +$448K | 0.02% | 639 |
|