Golden State Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
15,344
-372
| -2% | -$33.5K | 0.17% | 108 |
|
|
2025
Q1 | $1.16M | Sell |
15,716
-912
| -5% | -$67.1K | 0.17% | 110 |
|
|
2024
Q4 | $1.3M | Buy |
+16,628
| New | +$1.3M | 0.2% | 94 |
|
|
2022
Q1 | $1.77M | Buy |
30,056
+2,134
| +8% | +$126K | 0.35% | 56 |
|
|
2021
Q4 | $1.76M | Buy |
27,922
+1,306
| +5% | +$82.1K | 0.3% | 58 |
|
|
2021
Q3 | $1.5M | Buy |
26,616
+1,710
| +7% | +$96.6K | 0.33% | 57 |
|
|
2021
Q2 | $1.43M | Buy |
24,906
+3,207
| +15% | +$184K | 0.31% | 63 |
|
|
2021
Q1 | $1.17M | Buy |
21,699
+8,540
| +65% | +$461K | 0.39% | 48 |
|
|
2020
Q4 | $651K | Buy |
13,159
+1,043
| +9% | +$51.6K | 0.19% | 107 |
|
|
2020
Q3 | $530K | Buy |
+12,116
| New | +$530K | 0.18% | 96 |
|