LWA
Lenox 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 | $778K | Hold |
67,500
| – | – | 0.1% | 55 |
|
2021
Q4 | $828K | Hold |
67,500
| – | – | 0.1% | 52 |
|
2021
Q3 | $893K | Hold |
67,500
| – | – | 0.11% | 47 |
|
2021
Q2 | $954K | Buy |
+67,500
| New | +$954K | 0.12% | 46 |
|
2018
Q1 | – | Sell |
-850
| Closed | -$19K | – | 560 |
|
2017
Q4 | $19K | Buy |
+850
| New | +$19K | 0.01% | 138 |
|
2014
Q2 | – | Sell |
-1,453
| Closed | -$36K | – | 190 |
|
2014
Q1 | $36K | Buy |
+1,453
| New | +$36K | 0.02% | 72 |
|