CWM
BDJ icon

Centurion Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Centurion Wealth Management’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Sell
106,017
-7,342
-6% -$67.3K 0.24% 96
2026
Q1 		$977K Buy
113,359
+99
+0.1% +$924 0.22% 92
2025
Q4 		$1.07M Sell
113,260
-444
-0.4% -$4.04K 0.24% 84
2025
Q3 		$1.04M Buy
113,704
+89
+0.1% +$795 0.24% 82
2025
Q2 		$1.01M Buy
113,615
+2,510
+2% +$21.1K 0.29% 71
2025
Q1 		$920K Hold
111,105
– – 0.29% 64
2024
Q4 		$920K Sell
111,105
-22,249
-17% -$194K 0.29% 64
2024
Q3 		$1.15M Buy
+133,354
New +$1.12M 0.37% 58
2024
Q1 		$1.27M Buy
153,836
+3,840
+3% +$30.6K 0.5% 40
2023
Q4 		$1.15M Sell
149,996
-689
-0.5% -$5.19K 0.49% 39
2023
Q3 		$1.15M Buy
150,685
+149
+0.1% +$1.19K 0.56% 39
2023
Q2 		$1.26M Buy
150,536
+4,186
+3% +$34.8K 0.61% 36
2023
Q1 		$1.26M Sell
146,350
-495
-0.3% -$4.41K 0.64% 34
2022
Q4 		$1.32M Buy
+146,845
New +$1.3M 0.75% 31

Other funds holding BDJ

BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return