United Capital Financial Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,217
| Closed | -$322K | – | 1157 |
|
|
2022
Q2 | $322K | Buy |
5,217
+1
| +0% | +$65 | ﹤0.01% | 920 |
|
|
2022
Q1 | $351K | Sell |
5,216
-734
| -12% | -$49.3K | ﹤0.01% | 945 |
|
|
2021
Q4 | $394K | Sell |
5,950
-200
| -3% | -$13.3K | ﹤0.01% | 932 |
|
|
2021
Q3 | $406K | Sell |
6,150
-999
| -14% | -$67.6K | ﹤0.01% | 922 |
|
|
2021
Q2 | $487K | Buy |
7,149
+868
| +14% | +$59.9K | ﹤0.01% | 863 |
|
|
2021
Q1 | $415K | Sell |
6,281
-2,468
| -28% | -$157K | ﹤0.01% | 903 |
|
|
2020
Q4 | $528K | Sell |
8,749
-138
| -2% | -$7.96K | ﹤0.01% | 833 |
|
|
2020
Q3 | $472K | Sell |
8,887
-56,197
| -86% | -$3.07M | ﹤0.01% | 841 |
|
|
2020
Q2 | $3.43M | Buy |
65,084
+2,507
| +4% | +$129K | 0.03% | 423 |
|
|
2020
Q1 | $3M | Buy |
62,577
+2,926
| +5% | +$188K | 0.02% | 418 |
|
|
2019
Q4 | $4.26M | Buy |
59,651
+2
| +0% | +$139 | 0.03% | 450 |
|
|
2019
Q3 | $4.03M | Sell |
59,649
-2,121
| -3% | -$141K | 0.03% | 455 |
|
|
2019
Q2 | $4.17M | Sell |
61,770
-4,792
| -7% | -$322K | 0.03% | 456 |
|
|
2019
Q1 | $4.42M | Buy |
66,562
+778
| +1% | +$51.1K | 0.03% | 444 |
|
|
2018
Q4 | $4.08M | Buy |
65,784
+204
| +0.3% | +$13.3K | 0.03% | 414 |
|
|
2018
Q3 | $4.45M | Buy |
65,580
+161
| +0.2% | +$11K | 0.03% | 453 |
|
|
2018
Q2 | $4.41M | Sell |
65,419
-6,112
| -9% | -$420K | 0.03% | 437 |
|
|
2018
Q1 | $4.92M | Sell |
71,531
-6,073
| -8% | -$426K | 0.04% | 416 |
|
|
2017
Q4 | $5.5M | Buy |
77,604
+1,300
| +2% | +$89.6K | 0.04% | 393 |
|
|
2017
Q3 | $5.18M | Buy |
76,304
+6,738
| +10% | +$454K | 0.04% | 388 |
|
|
2017
Q2 | $4.62M | Buy |
69,566
+2,891
| +4% | +$191K | 0.04% | 396 |
|
|
2017
Q1 | $4.31M | Buy |
66,675
+2,557
| +4% | +$163K | 0.04% | 394 |
|
|
2016
Q4 | $3.96M | Buy |
64,118
+8,305
| +15% | +$509K | 0.04% | 413 |
|
|
2016
Q3 | $3.55M | Buy |
+55,813
| New | +$3.54M | 0.03% | 455 |
|
Other funds holding WDIV
AWM
IWA
SFA