Accel Wealth Management’s ELEMENTS "Dogs of the Dow" Total Return Index Note DOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 |
|