Mount Yale Investment Advisors’s SPDR S&P International Dividend ETF DWX Stock Holding History

Mount Yale Investment Advisors’s Portfolio DWX Stock Details DWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.29M	Sell	30,576 -80	-0.3%	-$3.37K	0.1%	173
2025 Q1	$1.18M	Sell	30,656 -138	-0.4%	-$5.29K	0.1%	172
2024 Q4	$1.08M	Sell	30,794 -15,278	-33%	-$534K	0.09%	187
2024 Q3	$1.77M	Sell	46,072 -948	-2%	-$36.4K	0.17%	131
2024 Q2	$1.62M	Sell	47,020 -10,158	-18%	-$350K	0.13%	153
2024 Q1	$2.01M	Sell	57,178 -3,627	-6%	-$127K	0.15%	134
2023 Q4	$2.16M	Sell	60,805 -1,469	-2%	-$52.2K	0.21%	110
2023 Q3	$2.05M	Buy	62,274 +1,175	+2%	+$38.7K	0.22%	101
2023 Q2	$2.1M	Sell	61,099 -2,706	-4%	-$93.1K	0.22%	101
2023 Q1	$2.19M	Buy	63,805 +32,439	+103%	+$1.11M	0.25%	98
2022 Q4	$1.01M	Sell	31,366 -22,278	-42%	-$720K	0.12%	181
2022 Q3	$1.55M	Sell	53,644 -1,148	-2%	-$33.1K	0.21%	112
2022 Q2	$1.88M	Sell	54,792 -1,033	-2%	-$35.4K	0.24%	99
2022 Q1	$2.17M	Sell	55,825 -36	-0.1%	-$1.4K	0.24%	105
2021 Q4	$2.17M	Sell	55,861 -9,130	-14%	-$355K	0.23%	106
2021 Q3	$2.47M	Sell	64,991 -17,587	-21%	-$668K	0.28%	85
2021 Q2	$3.25M	Sell	82,578 -4,657	-5%	-$184K	0.39%	60
2021 Q1	$3.33M	Sell	87,235 -6,210	-7%	-$237K	0.43%	56
2020 Q4	$3.42M	Sell	93,445 -15,797	-14%	-$577K	0.48%	53
2020 Q3	$3.69M	Sell	109,242 -6,310	-5%	-$213K	0.52%	43
2020 Q2	$3.83M	Sell	115,552 -5,924	-5%	-$196K	0.69%	38
2020 Q1	$3.72M	Sell	121,476 -2,611	-2%	-$80K	0.84%	27
2019 Q4	$4.96M	Sell	124,087 -402	-0.3%	-$16.1K	0.86%	28
2019 Q3	$4.98M	Sell	124,489 -1,107	-0.9%	-$44.3K	0.89%	30
2019 Q2	$4.8M	Sell	125,596 -1,887	-1%	-$72.1K	0.89%	30
2019 Q1	$4.85M	Buy	127,483 +2,229	+2%	+$84.8K	0.91%	31
2018 Q4	$4.62M	Sell	125,254 -2,008	-2%	-$74K	0.94%	28
2018 Q3	$4.7M	Buy	127,262 +1,559	+1%	+$57.6K	0.82%	26
2018 Q2	$4.82M	Buy	125,703 +2,460	+2%	+$94.2K	0.91%	28
2018 Q1	$4.94M	Buy	+123,243	New	+$4.94M	1.06%	26