Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,226
| Closed | -$95.2K | – | 1255 |
|
|
2023
Q1 | $95.2K | Hold |
2,226
| – | – | 0.01% | 1334 |
|
|
2022
Q4 | $97.2K | Buy |
+2,226
| New | +$97.2K | 0.01% | 1260 |
|
|
2022
Q2 | – | Sell |
-3,526
| Closed | -$163K | – | 1164 |
|
|
2022
Q1 | $163K | Buy |
3,526
+750
| +27% | +$34.7K | 0.01% | 990 |
|
|
2021
Q4 | $126K | Sell |
2,776
-620
| -18% | -$28.1K | 0.01% | 1096 |
|
|
2021
Q3 | $145K | Hold |
3,396
| – | – | 0.01% | 994 |
|
|
2021
Q2 | $150K | Hold |
3,396
| – | – | 0.01% | 948 |
|
|
2021
Q1 | $147K | Buy |
+3,396
| New | +$147K | 0.01% | 860 |
|