Accel Wealth Management’s AGFiQ Hedged Dividend Income Fund DIVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,644
Closed -$43K 1079
2022
Q1
$43K Hold
1,644
0.02% 403
2021
Q4
$40K Buy
+1,644
New +$39.3K 0.02% 421
2021
Q3
Sell
-406
Closed -$10K 900
2021
Q2
$10K Hold
406
0.01% 700
2021
Q1
$10K Hold
406
0.01% 664
2020
Q4
$9K Buy
+406
New +$8.69K 0.01% 642

Accel Wealth Management's DIVA Position: Q2 2022 in Review

Accel Wealth Management sold out of AGFiQ Hedged Dividend Income Fund (DIVA) in Q2 2022, closing a stake of 1,644 shares — an estimated $43K sold.

Accel Wealth Management first reported a position in DIVA in Q4 2020 and held it in 5 quarters. The position peaked at $43K in Q1 2022. 0 funds tracked by Wall St. Rank hold DIVA as of Q2 2022.

  • Accel Wealth Management reported no remaining AGFiQ Hedged Dividend Income Fund position as of Q2 2022 after selling out during the quarter.
  • Accel Wealth Management sold 1,644 AGFiQ Hedged Dividend Income Fund shares in Q2 2022, an estimated $43K.
  • Accel Wealth Management first reported a position in AGFiQ Hedged Dividend Income Fund in Q4 2020 and held it in 5 quarters.
  • Accel Wealth Management's AGFiQ Hedged Dividend Income Fund position peaked at $43K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held AGFiQ Hedged Dividend Income Fund as of Q2 2022.

Based on Accel Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.