BWS
Buck Wealth Strategies’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-81,183
| Closed | -$4.55M | – | 306 |
|
|
2023
Q3 | $4.55M | Buy |
81,183
+4,971
| +7% | +$279K | 1.83% | 34 |
|
|
2023
Q2 | $4.49M | Buy |
76,212
+7,372
| +11% | +$435K | 1.95% | 28 |
|
|
2023
Q1 | $3.74M | Buy |
+68,840
| New | +$3.74M | 1.83% | 30 |
|
|
2022
Q3 | $3.69M | Buy |
+65,833
| New | +$3.69M | 1.73% | 37 |
|