PCS
IDIV

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
2022
Q3 		$992K Hold
2022
Q2 		$1.08M Buy
2022
Q1 		$1.27M Buy
2021
Q4 		$1.3M Buy
2021
Q3 		$1.08M Buy
2021
Q2 		$937K Buy
2021
Q1 		$756K Buy
2020
Q4 		$539K Buy