OBWG
AOD
Onyx Bridge Wealth Group’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,063
| Closed | -$83.6K | – | 253 |
|
|
2023
Q3 | $83.6K | Hold |
11,063
| – | – | 0.02% | 227 |
|
|
2023
Q2 | $91.4K | Hold |
11,063
| – | – | 0.02% | 225 |
|
|
2023
Q1 | $89.4K | Hold |
11,063
| – | – | 0.04% | 174 |
|
|
2022
Q4 | $88.9K | Hold |
11,063
| – | – | 0.04% | 174 |
|
|
2022
Q3 | $78K | Hold |
11,063
| – | – | 0.04% | 165 |
|
|
2022
Q2 | $90K | Sell |
11,063
-625
| -5% | -$5.09K | 0.04% | 155 |
|
|
2022
Q1 | $103K | Hold |
11,688
| – | – | 0.04% | 147 |
|
|
2021
Q4 | $121K | Hold |
11,688
| – | – | 0.04% | 163 |
|
|
2021
Q3 | $117K | Hold |
11,688
| – | – | 0.04% | 149 |
|
|
2021
Q2 | $120K | Buy |
11,688
+625
| +6% | +$6.42K | 0.05% | 120 |
|
|
2021
Q1 | $105K | Hold |
11,063
| – | – | 0.05% | 103 |
|
|
2020
Q4 | $98K | Buy |
+11,063
| New | +$98K | 0.06% | 67 |
|