Geneos Wealth Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.9K | Buy |
|
|||||
|
2025
Q2 | $23K | Sell |
|
|||||
|
2025
Q1 | $45.6K | Buy |
|
|||||
|
2024
Q4 | $21.5K | Buy |
|
|||||
|
2024
Q3 | $22.3K | Buy |
|
|||||
|
2024
Q2 | $19.9K | Sell |
|
|||||
|
2024
Q1 | $31.8K | Sell |
|
|||||
|
2023
Q4 | $61.6K | Hold |
|
|||||
|
2023
Q3 | $55.3K | Sell |
|
|||||
|
2023
Q2 | $73.7K | Buy |
|
|||||
|
2023
Q1 | $65.8K | Sell |
|
|||||
|
2022
Q4 | $69.2K | Buy |
|
|||||
|
2022
Q3 | $34K | Hold |
|
|||||
|
2022
Q2 | $38K | Hold |
|
|||||
|
2022
Q1 | $42K | Buy |
|
|||||
|
2021
Q4 | $23K | Hold |
|
|||||
|
2021
Q3 | $22K | Sell |
|
|||||
|
2021
Q2 | $33K | Buy |
|
|||||
|
2021
Q1 | $23K | Sell |
|
|||||
|
2020
Q4 | $39K | Sell |
|
|||||
|
2020
Q3 | $34K | Hold |
|
|||||
|
2020
Q2 | $33K | Hold |
|
|||||
|
2020
Q1 | $30K | Hold |
|
|||||
|
2019
Q4 | $41K | Sell |
|
|||||
|
2019
Q3 | $65K | Buy |
|
|||||
|
2019
Q2 | $63K | Hold |
|
|||||
|
2019
Q1 | $62K | Buy |
|
|||||
|
2018
Q4 | $53K | Sell |
|
|||||
|
2018
Q3 | $69K | Buy |
|
|||||
|
2018
Q2 | $22K | Buy |
|