Park Square Financial Group’s SPDR S&P Global Dividend ETF WDIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
3,892
-217
-5% -$15.3K 0.2% 81
2025
Q1
$268K Buy
4,109
+252
+7% +$16.4K 0.21% 67
2024
Q4
$239K Buy
+3,857
New +$239K 0.17% 75