Crewe Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-40
| Closed | -$2K | – | 233 |
|
|
2019
Q4 | $2K | Sell |
40
-35
| -47% | -$1.75K | ﹤0.01% | 241 |
|
|
2019
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 197 |
|
|
2019
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 249 |
|
|
2019
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 203 |
|
|
2018
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 204 |
|
|
2018
Q3 | $4K | Sell |
75
-282
| -79% | -$15K | ﹤0.01% | 217 |
|
|
2018
Q2 | $19K | Hold |
357
| – | – | 0.02% | 181 |
|
|
2018
Q1 | $19K | Hold |
357
| – | – | 0.02% | 189 |
|
|
2017
Q4 | $19K | Buy |
+357
| New | +$19K | 0.02% | 194 |
|