SW
Simplicity Wealth’s SPDR S&P Global Dividend ETF WDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
9,984
+4,010
| +67% | +$283K | 0.03% | 391 |
|
|
2025
Q1 | $389K | Buy |
+5,974
| New | +$389K | 0.03% | 382 |
|
|
2024
Q4 | – | Sell |
-5,964
| Closed | -$398K | – | 520 |
|
|
2024
Q3 | $398K | Buy |
5,964
+1,466
| +33% | +$97.7K | 0.04% | 337 |
|
|
2024
Q2 | $266K | Buy |
+4,498
| New | +$266K | 0.01% | 995 |
|
|
2024
Q1 | – | Sell |
-3,531
| Closed | -$214K | – | 1185 |
|
|
2023
Q4 | $214K | Buy |
+3,531
| New | +$214K | 0.08% | 169 |
|
|
2023
Q2 | – | Sell |
-3,637
| Closed | -$214K | – | 84 |
|
|
2023
Q1 | $214K | Sell |
3,637
-1,922
| -35% | -$113K | 0.14% | 62 |
|
|
2022
Q4 | $326K | Buy |
+5,559
| New | +$326K | 0.29% | 48 |
|