DWMS
Dominguez Wealth Management Solutions’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $549K | Buy |
6,086
+10
| +0.2% | +$902 | 0.38% | 44 |
|
2025
Q1 | $447K | Buy |
6,076
+10
| +0.2% | +$736 | 0.33% | 49 |
|
2024
Q4 | $476K | Buy |
6,066
+16
| +0.3% | +$1.26K | 0.35% | 48 |
|
2024
Q3 | $486K | Buy |
6,050
+8
| +0.1% | +$642 | 0.35% | 48 |
|
2024
Q2 | $457K | Buy |
6,042
+13
| +0.2% | +$984 | 0.34% | 48 |
|
2024
Q1 | $420K | Buy |
6,029
+26
| +0.4% | +$1.81K | 0.33% | 47 |
|
2023
Q4 | $385K | Buy |
6,003
+11
| +0.2% | +$705 | 0.32% | 47 |
|
2023
Q3 | $336K | Hold |
5,992
| – | – | 0.31% | 47 |
|
2023
Q2 | $351K | Buy |
5,992
+12
| +0.2% | +$704 | 0.31% | 46 |
|
2023
Q1 | $323K | Buy |
5,980
+9
| +0.2% | +$487 | 0.3% | 47 |
|
2022
Q4 | $285K | Buy |
+5,971
| New | +$285K | 0.28% | 48 |
|