Perigon Wealth Management’s Global X SuperDividend US ETF DIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $176K | Hold |
10,005
| – | – | ﹤0.01% | 1015 |
|
2025
Q1 | $188K | Sell |
10,005
-250
| -2% | -$4.71K | ﹤0.01% | 976 |
|
2024
Q4 | $189K | Hold |
10,255
| – | – | ﹤0.01% | 987 |
|
2024
Q3 | $192K | Sell |
10,255
-1,000
| -9% | -$18.7K | 0.01% | 944 |
|
2024
Q2 | $194K | Sell |
11,255
-1,055
| -9% | -$18.2K | 0.01% | 818 |
|
2024
Q1 | $214K | Sell |
12,310
-3,210
| -21% | -$55.8K | 0.01% | 790 |
|
2023
Q4 | $267K | Hold |
15,520
| – | – | 0.01% | 692 |
|
2023
Q3 | $251K | Hold |
15,520
| – | – | 0.01% | 655 |
|
2023
Q2 | $259K | Hold |
15,520
| – | – | 0.01% | 661 |
|
2023
Q1 | $271K | Sell |
15,520
-760
| -5% | -$13.3K | 0.02% | 574 |
|
2022
Q4 | $306K | Buy |
+16,280
| New | +$306K | 0.02% | 521 |
|