Beaird Harris Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,120
| Closed | -$71.8K | – | 654 |
|
|
2023
Q4 | $71.8K | Hold |
1,120
| – | – | 0.01% | 165 |
|
|
2023
Q3 | $62.8K | Hold |
1,120
| – | – | 0.01% | 158 |
|
|
2023
Q2 | $65.7K | Hold |
1,120
| – | – | 0.01% | 155 |
|
|
2023
Q1 | $60.6K | Hold |
1,120
| – | – | 0.01% | 161 |
|
|
2022
Q4 | $53.5K | Hold |
1,120
| – | – | 0.01% | 172 |
|
|
2022
Q3 | $49K | Hold |
1,120
| – | – | 0.01% | 163 |
|
|
2022
Q2 | $56K | Hold |
1,120
| – | – | 0.02% | 129 |
|
|
2022
Q1 | $66K | Sell |
1,120
-1,130
| -50% | -$66.6K | 0.02% | 166 |
|
|
2021
Q4 | $141K | Buy |
+2,250
| New | +$141K | 0.05% | 132 |
|