Riverpoint Wealth Management Holdings’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-16,100
| Closed | -$923K | – | 76 |
|
|
2021
Q2 | $923K | Buy |
16,100
+63
| +0.4% | +$3.61K | 0.26% | 39 |
|
|
2021
Q1 | $866K | Sell |
16,037
-24
| -0.1% | -$1.3K | 0.26% | 38 |
|
|
2020
Q4 | $795K | Buy |
16,061
+46
| +0.3% | +$2.28K | 0.25% | 40 |
|
|
2020
Q3 | $701K | Sell |
16,015
-425
| -3% | -$18.6K | 0.25% | 40 |
|
|
2020
Q2 | $686K | Buy |
+16,440
| New | +$686K | 0.27% | 39 |
|
|
2020
Q1 | – | Sell |
-8,017
| Closed | -$346K | – | 74 |
|
|
2019
Q4 | $346K | Buy |
8,017
+660
| +9% | +$28.5K | 0.14% | 59 |
|
|
2019
Q3 | $295K | Sell |
7,357
-58
| -0.8% | -$2.33K | 0.13% | 57 |
|
|
2019
Q2 | $289K | Buy |
7,415
+429
| +6% | +$16.7K | 0.13% | 56 |
|
|
2019
Q1 | $268K | Buy |
6,986
+151
| +2% | +$5.79K | 0.13% | 54 |
|
|
2018
Q4 | $226K | Buy |
6,835
+20
| +0.3% | +$661 | 0.13% | 62 |
|
|
2018
Q3 | $261K | Sell |
6,815
-1
| -0% | -$38 | 0.13% | 55 |
|
|
2018
Q2 | $242K | Sell |
6,816
-6,417
| -48% | -$228K | 0.13% | 51 |
|
|
2018
Q1 | $473K | Hold |
13,233
| – | – | 0.29% | 25 |
|
|
2017
Q4 | $464K | Sell |
13,233
-1,533
| -10% | -$53.8K | 0.29% | 24 |
|
|
2017
Q3 | $484K | Sell |
14,766
-32
| -0.2% | -$1.05K | 0.32% | 24 |
|
|
2017
Q2 | $463K | Buy |
14,798
+108
| +0.7% | +$3.38K | 0.33% | 23 |
|
|
2017
Q1 | $463K | Buy |
14,690
+75
| +0.5% | +$2.36K | 0.35% | 23 |
|
|
2016
Q4 | $441K | Buy |
+14,615
| New | +$441K | 0.36% | 23 |
|