FWM
Forefront Wealth Management’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $538K | Buy |
8,068
+73
| +0.9% | +$4.87K | 0.76% | 34 |
|
2023
Q2 | $562K | Sell |
7,995
-27
| -0.3% | -$1.9K | 0.74% | 34 |
|
2023
Q1 | $568K | Sell |
8,022
-45
| -0.6% | -$3.18K | 0.74% | 34 |
|
2022
Q4 | $577K | Buy |
8,067
+27
| +0.3% | +$1.93K | 0.78% | 31 |
|
2022
Q3 | $518K | Buy |
+8,040
| New | +$518K | 0.72% | 35 |
|