Plante Moran Financial Advisors’s SPDR S&P International Dividend ETF DWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,947
| Closed | -$90K | – | 778 |
|
2020
Q1 | $90K | Buy |
2,947
+1,627
| +123% | +$49.7K | 0.04% | 200 |
|
2019
Q4 | $53K | Hold |
1,320
| – | – | 0.02% | 315 |
|
2019
Q3 | $51K | Hold |
1,320
| – | – | 0.01% | 334 |
|
2019
Q2 | $52K | Sell |
1,320
-573
| -30% | -$22.6K | 0.02% | 332 |
|
2019
Q1 | $72K | Buy |
+1,893
| New | +$72K | 0.02% | 262 |
|