Retirement Planning Group (New York)’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.85M	Sell	34,812 -1,666	-5%	-$88.6K	1.63%	20
2025 Q1	$1.93M	Sell	36,478 -1,258	-3%	-$66.5K	1.96%	18
2024 Q4	$1.91M	Buy	+37,736	New	+$1.91M	2.11%	16