Howard Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Howard Wealth Management’s Portfolio BDJ Stock Details BDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,018	Closed	-$100K	–	134
2021 Q4	$100K	Hold	10,018	–	–	0.05%	130
2021 Q3	$98K	Hold	10,018	–	–	0.05%	126
2021 Q2	$101K	Hold	10,018	–	–	0.06%	128
2021 Q1	$94K	Hold	10,018	–	–	0.05%	125
2020 Q4	$84K	Hold	10,018	–	–	0.05%	122
2020 Q3	$73K	Sell	10,018 -2,752	-22%	-$20.5K	0.05%	116
2020 Q2	$93K	Hold	12,770	–	–	0.08%	109
2020 Q1	$83K	Hold	12,770	–	–	0.09%	97
2019 Q4	$126K	Buy	+12,770	New	+$120K	0.11%	126

Other funds holding BDJ

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return