Iams 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 | $3.64M | Sell |
40,324
-7,449
| -16% | -$672K | 1.67% | 9 |
|
|
2025
Q1 | $3.52M | Buy |
47,773
+6,543
| +16% | +$482K | 1.61% | 8 |
|
|
2024
Q4 | $3.23M | Buy |
41,230
+1,974
| +5% | +$155K | 1.48% | 14 |
|
|
2024
Q3 | $3.15M | Buy |
39,256
+4,289
| +12% | +$344K | 1.55% | 12 |
|
|
2024
Q2 | $2.65M | Sell |
34,967
-9,861
| -22% | -$746K | 1.45% | 11 |
|
|
2024
Q1 | $3.02M | Sell |
44,828
-556
| -1% | -$37.5K | 1.85% | 12 |
|
|
2023
Q4 | $2.91M | Buy |
45,384
+3,928
| +9% | +$252K | 1.88% | 14 |
|
|
2023
Q3 | $2.33M | Buy |
+41,456
| New | +$2.33M | 1.61% | 14 |
|
|
2023
Q2 | – | Sell |
-32,004
| Closed | -$1.71M | – | 121 |
|
|
2023
Q1 | $1.71M | Buy |
32,004
+13,276
| +71% | +$710K | 1.42% | 14 |
|
|
2022
Q4 | $895K | Buy |
+18,728
| New | +$895K | 0.91% | 35 |
|