B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-88,752
| Closed | -$3.39M | – | 1365 |
|
|
2020
Q4 | $3.39M | Buy |
88,752
+2,909
| +3% | +$111K | 0.18% | 127 |
|
|
2020
Q3 | $2.96M | Buy |
85,843
+2,934
| +4% | +$101K | 0.16% | 149 |
|
|
2020
Q2 | $2.77M | Sell |
82,909
-1,026
| -1% | -$34.3K | 0.19% | 132 |
|
|
2020
Q1 | $2.52M | Buy |
83,935
+1,802
| +2% | +$54.1K | 0.21% | 115 |
|
|
2019
Q4 | $3.24M | Buy |
82,133
+1,911
| +2% | +$75.4K | 0.28% | 82 |
|
|
2019
Q3 | $2.99M | Buy |
+80,222
| New | +$2.99M | 0.29% | 72 |
|