Landmark Wealth Management (New York)’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
30,092
-1,753
| -6% | -$143K | 1.04% | 25 |
|
|
2025
Q1 | $2.57M | Sell |
31,845
-16,293
| -34% | -$1.31M | 1.13% | 27 |
|
|
2024
Q4 | $3.88M | Sell |
48,138
-1,504
| -3% | -$121K | 1.72% | 18 |
|
|
2024
Q3 | $4.06M | Sell |
49,642
-899
| -2% | -$73.5K | 1.77% | 18 |
|
|
2024
Q2 | $3.72M | Buy |
50,541
+271
| +0.5% | +$19.9K | 2.9% | 10 |
|
|
2024
Q1 | $3.95M | Buy |
50,270
+260
| +0.5% | +$20.4K | 1.83% | 17 |
|
|
2023
Q4 | $3.68M | Buy |
50,010
+3,223
| +7% | +$237K | 1.81% | 17 |
|
|
2023
Q3 | $3.12M | Sell |
46,787
-567
| -1% | -$37.8K | 1.77% | 16 |
|
|
2023
Q2 | $3.33M | Buy |
47,354
+2,220
| +5% | +$156K | 2.95% | 11 |
|
|
2023
Q1 | $3.19M | Buy |
45,134
+10,208
| +29% | +$722K | 1.78% | 16 |
|
|
2022
Q4 | $2.5M | Sell |
34,926
-982
| -3% | -$70.3K | 1.81% | 15 |
|
|
2022
Q3 | $2.31M | Sell |
35,908
-1,269
| -3% | -$81.8K | 1.75% | 17 |
|
|
2022
Q2 | $2.51M | Sell |
37,177
-55,101
| -60% | -$3.72M | 3.21% | 9 |
|
|
2022
Q1 | $3.38M | Buy |
92,278
+45,415
| +97% | +$1.66M | 1.78% | 14 |
|
|
2021
Q4 | $3K | Buy |
+46,863
| New | +$3K | 1.75% | 13 |
|