SWM
Sagace Wealth Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
35,438
+17,522
| +98% | +$1.58M | 2.39% | 18 |
|
|
2025
Q1 | $1.32M | Buy |
17,916
+843
| +5% | +$62.1K | 1% | 33 |
|
|
2024
Q4 | $1.34M | Sell |
17,073
-2,753
| -14% | -$216K | 1% | 33 |
|
|
2024
Q3 | $1.63M | Buy |
19,826
+3,578
| +22% | +$294K | 1.26% | 28 |
|
|
2024
Q2 | $1.25M | Buy |
+16,248
| New | +$1.25M | 1.23% | 29 |
|