Steward Partners Investment Advisory’s SPDR Global Dow ETF DGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-876
| Closed | -$92.5K | – | 7153 |
|
|
2021
Q1 | $92.5K | Buy |
+876
| New | +$92.5K | ﹤0.01% | 1670 |
|
|
2019
Q3 | – | Sell |
-146
| Closed | -$12K | – | 2642 |
|
|
2019
Q2 | $12K | Buy |
+146
| New | +$12K | ﹤0.01% | 1894 |
|
|
2018
Q4 | – | Sell |
-146
| Closed | -$13K | – | 1077 |
|
|
2018
Q3 | $13K | Hold |
146
| – | – | ﹤0.01% | 1758 |
|
|
2018
Q2 | $12K | Sell |
146
-146
| -50% | -$12K | ﹤0.01% | 1666 |
|
|
2018
Q1 | $24K | Hold |
292
| – | – | ﹤0.01% | 1261 |
|
|
2017
Q4 | $24K | Buy |
+292
| New | +$24K | ﹤0.01% | 1055 |
|