Walkner Condon Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $293K | Buy |
16,650
+124
| +0.8% | +$2.18K | 0.05% | 221 |
|
2025
Q1 | $311K | Buy |
16,526
+245
| +2% | +$4.62K | 0.06% | 198 |
|
2024
Q4 | $294K | Buy |
16,281
+220
| +1% | +$3.97K | 0.06% | 220 |
|
2024
Q3 | $300K | Sell |
16,061
-1,973
| -11% | -$36.9K | 0.06% | 214 |
|
2024
Q2 | $311K | Buy |
18,034
+2,702
| +18% | +$46.6K | 0.07% | 195 |
|
2024
Q1 | $267K | Buy |
15,332
+261
| +2% | +$4.54K | 0.06% | 225 |
|
2023
Q4 | $259K | Buy |
15,071
+285
| +2% | +$4.9K | 0.06% | 228 |
|
2023
Q3 | $239K | Buy |
14,786
+273
| +2% | +$4.42K | 0.06% | 219 |
|
2023
Q2 | $242K | Buy |
14,513
+153
| +1% | +$2.56K | 0.06% | 209 |
|
2023
Q1 | $251K | Buy |
14,360
+187
| +1% | +$3.26K | 0.07% | 199 |
|
2022
Q4 | $266K | Buy |
14,173
+239
| +2% | +$4.49K | 0.08% | 187 |
|
2022
Q3 | $246K | Sell |
13,934
-1,614
| -10% | -$28.5K | 0.08% | 182 |
|
2022
Q2 | $302K | Buy |
15,548
+447
| +3% | +$8.68K | 0.09% | 167 |
|
2022
Q1 | $319K | Buy |
15,101
+187
| +1% | +$3.95K | 0.09% | 172 |
|
2021
Q4 | $311K | Buy |
+14,914
| New | +$311K | 0.2% | 97 |
|
2021
Q3 | – | Sell |
-11,837
| Closed | -$236K | – | 148 |
|
2021
Q2 | $236K | Buy |
11,837
+153
| +1% | +$3.05K | 0.09% | 153 |
|
2021
Q1 | $226K | Buy |
+11,684
| New | +$226K | 0.09% | 157 |
|