Accel Wealth Management’s ELEMENTS "Dogs of the Dow" Total Return Index Note DOD Stock Holding History

Accel Wealth Management’s Portfolio DOD Stock Details DOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-331	Closed	-$6K	–	1109
2022 Q3	$6K	Hold	331	–	–	﹤0.01%	831
2022 Q2	$6K	Hold	331	–	–	﹤0.01%	795
2022 Q1	$6K	Hold	331	–	–	﹤0.01%	796
2021 Q4	$7K	Hold	331	–	–	﹤0.01%	778
2021 Q3	$8K	Hold	331	–	–	0.01%	696
2021 Q2	$7K	Buy	+331	New	+$7K	﹤0.01%	758

Accel Wealth Management's DOD Position: Q4 2022 in Review

Accel Wealth Management sold out of ELEMENTS "Dogs of the Dow" Total Return Index Note (DOD) in Q4 2022, closing a stake of 331 shares — an estimated $6K sold.

Accel Wealth Management first reported a position in DOD in Q2 2021 and held it in 6 quarters. The position peaked at $8K in Q3 2021. 0 funds tracked by Wall St. Rank hold DOD as of Q4 2022.

Accel Wealth Management reported no remaining ELEMENTS "Dogs of the Dow" Total Return Index Note position as of Q4 2022 after selling out during the quarter.
Accel Wealth Management sold 331 ELEMENTS "Dogs of the Dow" Total Return Index Note shares in Q4 2022, an estimated $6K.
Accel Wealth Management first reported a position in ELEMENTS "Dogs of the Dow" Total Return Index Note in Q2 2021 and held it in 6 quarters.
Accel Wealth Management's ELEMENTS "Dogs of the Dow" Total Return Index Note position peaked at $8K in Q3 2021.
0 funds tracked by Wall St. Rank held ELEMENTS "Dogs of the Dow" Total Return Index Note as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.