Valley Financial Management’s Global X SuperDividend US ETF DIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$736K Sell
44,068
-22,488
-34% -$376K 0.38% 36
2023
Q1
$1.16M Sell
66,556
-20,857
-24% -$364K 0.72% 34
2022
Q4
$1.65M Buy
87,413
+3,270
+4% +$61.8K 0.92% 23
2022
Q3
$1.48M Buy
+84,143
New +$1.48M 0.89% 25