HHM Wealth Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Hold |
3,260
| – | – | 0.02% | 222 |
|
|
2025
Q1 | $172K | Hold |
3,260
| – | – | 0.02% | 203 |
|
|
2024
Q4 | $165K | Hold |
3,260
| – | – | 0.02% | 204 |
|
|
2024
Q3 | $171K | Sell |
3,260
-200
| -6% | -$10.5K | 0.02% | 193 |
|
|
2024
Q2 | $164K | Hold |
3,460
| – | – | 0.02% | 195 |
|
|
2024
Q1 | $166K | Sell |
3,460
-1,820
| -34% | -$87.5K | 0.03% | 166 |
|
|
2023
Q4 | $243K | Buy |
5,280
+1,640
| +45% | +$75.5K | 0.04% | 126 |
|
|
2023
Q3 | $150K | Sell |
3,640
-9,935
| -73% | -$411K | 0.03% | 154 |
|
|
2023
Q2 | $579K | Buy |
13,575
+5,000
| +58% | +$213K | 0.11% | 67 |
|
|
2023
Q1 | $367K | Hold |
8,575
| – | – | 0.07% | 83 |
|
|
2022
Q4 | $374K | Buy |
+8,575
| New | +$374K | 0.09% | 77 |
|