One Wealth Management Investment & Advisory Services’s Altrius Global Dividend ETF DIVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
13,387
-2,505
| -16% | -$89.3K | 0.62% | 27 |
|
|
2025
Q1 | $550K | Sell |
15,892
-1,321
| -8% | -$45.7K | 0.91% | 22 |
|
|
2024
Q4 | $542K | Sell |
17,213
-70
| -0.4% | -$2.21K | 0.86% | 19 |
|
|
2024
Q3 | $590K | Sell |
17,283
-527
| -3% | -$18K | 1.03% | 17 |
|
|
2024
Q2 | $569K | Hold |
17,810
| – | – | 0.23% | 62 |
|
|
2024
Q1 | $598K | Sell |
17,810
-1,877
| -10% | -$63K | 0.24% | 63 |
|
|
2023
Q4 | $625K | Buy |
+19,687
| New | +$625K | 0.28% | 60 |
|