Guardian Wealth Advisors (North Carolina)’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 | $120K | Hold |
1,328
| – | – | 0.01% | 355 |
|
|
2025
Q1 | $97.8K | Sell |
1,328
-3
| -0.2% | -$221 | 0.01% | 350 |
|
|
2024
Q4 | $104K | Hold |
1,331
| – | – | 0.01% | 335 |
|
|
2024
Q3 | $107K | Hold |
1,331
| – | – | 0.01% | 280 |
|
|
2024
Q2 | $101K | Buy |
1,331
+658
| +98% | +$49.8K | 0.01% | 270 |
|
|
2024
Q1 | $46.9K | Hold |
673
| – | – | 0.01% | 323 |
|
|
2023
Q4 | $43.1K | Sell |
673
-50
| -7% | -$3.21K | 0.01% | 314 |
|
|
2023
Q3 | $40.6K | Sell |
723
-54
| -7% | -$3.03K | 0.01% | 308 |
|
|
2023
Q2 | $45.6K | Sell |
777
-60
| -7% | -$3.52K | 0.01% | 289 |
|
|
2023
Q1 | $45.3K | Hold |
837
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $40K | Hold |
837
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $37K | Hold |
837
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $42K | Buy |
837
+783
| +1,450% | +$39.3K | 0.01% | 242 |
|
|
2022
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 240 |
|
|
2021
Q4 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 228 |
|