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