AE Wealth Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1K | Sell |
377
-42
| -10% | -$2.23K | ﹤0.01% | 1765 |
|
|
2025
Q1 | $22.1K | Buy |
419
+314
| +299% | +$16.6K | ﹤0.01% | 1723 |
|
|
2024
Q4 | $5.33K | Buy |
+105
| New | +$5.33K | ﹤0.01% | 1912 |
|
|
2021
Q1 | – | Sell |
-1,030,200
| Closed | -$39.4M | – | 1481 |
|
|
2020
Q4 | $39.4M | Buy |
+1,030,200
| New | +$39.4M | 0.45% | 47 |
|
|
2020
Q3 | – | Sell |
-620,107
| Closed | -$20.7M | – | 1276 |
|
|
2020
Q2 | $20.7M | Buy |
+620,107
| New | +$20.7M | 0.32% | 69 |
|