AWE
Avidian Wealth Enterprises’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-40,750
| Closed | -$945K | – | 257 |
|
|
2020
Q1 | $945K | Sell |
40,750
-429
| -1% | -$9.95K | 0.15% | 76 |
|
|
2019
Q4 | $1.63M | Buy |
41,179
+107
| +0.3% | +$4.22K | 0.23% | 47 |
|
|
2019
Q3 | $1.55M | Buy |
+41,072
| New | +$1.55M | 0.26% | 38 |
|
|
2019
Q2 | – | Sell |
-32,695
| Closed | -$1.24M | – | 160 |
|
|
2019
Q1 | $1.24M | Buy |
+32,695
| New | +$1.24M | 0.28% | 36 |
|