Atticus Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9K | Hold |
1,453
| – | – | ﹤0.01% | 455 |
|
|
2025
Q1 | $12.2K | Sell |
1,453
-3,890
| -73% | -$32.6K | ﹤0.01% | 360 |
|
|
2024
Q4 | $44.9K | Hold |
5,343
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $48.6K | Hold |
5,343
| – | – | 0.02% | 247 |
|
|
2024
Q2 | $44.9K | Buy |
5,343
+1,453
| +37% | +$12.2K | 0.01% | 245 |
|
|
2024
Q1 | $32.2K | Sell |
3,890
-2,255
| -37% | -$18.7K | 0.01% | 283 |
|
|
2023
Q4 | $49.5K | Buy |
6,145
+33
| +0.5% | +$266 | 0.02% | 247 |
|
|
2023
Q3 | $46.2K | Buy |
6,112
+46
| +0.8% | +$348 | 0.02% | 258 |
|
|
2023
Q2 | $50.1K | Buy |
6,066
+46
| +0.8% | +$380 | 0.02% | 259 |
|
|
2023
Q1 | $48.6K | Buy |
6,020
+533
| +10% | +$4.31K | 0.02% | 254 |
|
|
2022
Q4 | $42.8K | Buy |
5,487
+68
| +1% | +$530 | 0.02% | 269 |
|
|
2022
Q3 | $44K | Hold |
5,419
| – | – | 0.02% | 249 |
|
|
2022
Q2 | $44K | Buy |
5,419
+29
| +0.5% | +$235 | 0.02% | 271 |
|
|
2022
Q1 | $52K | Hold |
5,390
| – | – | 0.02% | 244 |
|
|
2021
Q4 | $55K | Hold |
5,390
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $52K | Hold |
5,390
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $55K | Hold |
5,390
| – | – | 0.02% | 221 |
|
|
2021
Q1 | $51K | Hold |
5,390
| – | – | 0.02% | 210 |
|
|
2020
Q4 | $48K | Hold |
5,390
| – | – | 0.02% | 214 |
|
|
2020
Q3 | $43K | Buy |
5,390
+1,500
| +39% | +$12K | 0.03% | 182 |
|
|
2020
Q2 | $30K | Hold |
3,890
| – | – | 0.02% | 195 |
|
|
2020
Q1 | $26K | Hold |
3,890
| – | – | 0.02% | 195 |
|
|
2019
Q4 | $35K | Buy |
+3,890
| New | +$35K | 0.02% | 196 |
|