KOMWMG
Kerntke Otto McGlone Wealth Management Group’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
38,463
-30
| -0.1% | -$2.45K | 2.49% | 8 |
|
|
2025
Q1 | $3.1M | Sell |
38,493
-9,513
| -20% | -$767K | 2.71% | 8 |
|
|
2024
Q4 | $3.87M | Buy |
48,006
+2,038
| +4% | +$164K | 2.86% | 11 |
|
|
2024
Q3 | $3.76M | Buy |
45,968
+2,901
| +7% | +$237K | 3.13% | 8 |
|
|
2024
Q2 | $3.17M | Buy |
43,067
+4,979
| +13% | +$367K | 2.96% | 10 |
|
|
2024
Q1 | $2.99M | Sell |
38,088
-9,447
| -20% | -$742K | 2.95% | 10 |
|
|
2023
Q4 | $3.5M | Buy |
47,535
+1,694
| +4% | +$125K | 3.49% | 10 |
|
|
2023
Q3 | $3.06M | Buy |
45,841
+2,514
| +6% | +$168K | 3.15% | 10 |
|
|
2023
Q2 | $3.05M | Buy |
43,327
+2,645
| +7% | +$186K | 2.98% | 12 |
|
|
2023
Q1 | $2.88M | Buy |
40,682
+38,269
| +1,586% | +$2.71M | 2.96% | 10 |
|
|
2022
Q4 | $173K | Buy |
+2,413
| New | +$173K | 0.2% | 64 |
|