BWM
Benchmark Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-3,095
| Closed | -$223K | – | 48 |
|
2020
Q3 | $223K | Hold |
3,095
| – | – | 0.18% | 44 |
|
2020
Q2 | $208K | Buy |
+3,095
| New | +$208K | 0.18% | 43 |
|
2020
Q1 | – | Sell |
-4,045
| Closed | -$306K | – | 49 |
|
2019
Q4 | $306K | Buy |
+4,045
| New | +$306K | 0.26% | 35 |
|