Sax Wealth Advisors’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $147K | Hold |
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|
2024
Q3 | $159K | Hold |
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|
2024
Q2 | $147K | Hold |
|
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|
2024
Q1 | $144K | Hold |
|
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|
2023
Q4 | $140K | Hold |
|
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|
2023
Q3 | $132K | Hold |
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|
2023
Q2 | $144K | Hold |
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|
2023
Q1 | $141K | Hold |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $124K | Hold |
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|
2022
Q2 | $141K | Hold |
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|
2022
Q1 | $167K | Hold |
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|
2021
Q4 | $178K | Hold |
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|
2021
Q3 | $170K | Hold |
|
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|
2021
Q2 | $177K | Hold |
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|
2021
Q1 | $166K | Hold |
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|
2020
Q4 | $154K | Buy |
|