Personal CFO Solutions’s U.S. Equity Cumulative Dividends Fund - Series 2027 IDIV Stock Holding History

Personal CFO Solutions’s Portfolio IDIV Stock Details IDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-137,736	Closed	-$992K	–	504
2022 Q3	$992K	Hold	137,736	–	–	0.25%	73
2022 Q2	$1.08M	Buy	137,736 +202	+0.1%	+$1.65K	0.25%	68
2022 Q1	$1.27M	Buy	137,534 +9,785	+8%	+$96.5K	0.25%	79
2021 Q4	$1.3M	Buy	127,749 +25,169	+25%	+$254K	0.24%	81
2021 Q3	$1.08M	Buy	102,580 +11,177	+12%	+$118K	0.22%	95
2021 Q2	$937K	Buy	91,403 +18,007	+25%	+$186K	0.19%	107
2021 Q1	$756K	Buy	73,396 +19,924	+37%	+$220K	0.16%	117
2020 Q4	$539K	Buy	+53,472	New	+$517K	0.13%	143

Personal CFO Solutions's IDIV Position: Q4 2022 in Review

Personal CFO Solutions sold out of U.S. Equity Cumulative Dividends Fund - Series 2027 (IDIV) in Q4 2022, closing a stake of 137,736 shares — an estimated $992K sold.

Personal CFO Solutions first reported a position in IDIV in Q4 2020 and held it in 8 quarters. The position peaked at $1.3M in Q4 2021. 0 funds tracked by Wall St. Rank hold IDIV as of Q4 2022.

Personal CFO Solutions reported no remaining U.S. Equity Cumulative Dividends Fund - Series 2027 position as of Q4 2022 after selling out during the quarter.
Personal CFO Solutions sold 137,736 U.S. Equity Cumulative Dividends Fund - Series 2027 shares in Q4 2022, an estimated $992K.
Personal CFO Solutions first reported a position in U.S. Equity Cumulative Dividends Fund - Series 2027 in Q4 2020 and held it in 8 quarters.
Personal CFO Solutions's U.S. Equity Cumulative Dividends Fund - Series 2027 position peaked at $1.3M in Q4 2021.
0 funds tracked by Wall St. Rank held U.S. Equity Cumulative Dividends Fund - Series 2027 as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.