Selective Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Selective Wealth Management’s Portfolio BDJ Stock Details BDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,053	Closed	-$29K	–	504
2021 Q1	$29K	Hold	3,053	–	–	0.03%	165
2020 Q4	$26K	Hold	3,053	–	–	0.02%	154
2020 Q3	$22K	Hold	3,053	–	–	0.02%	144
2020 Q2	$22K	Buy	3,053 +4	+0.1%	+$29	0.02%	164
2020 Q1	$20K	Buy	3,049 +558	+22%	+$4.76K	0.04%	104
2019 Q4	$25K	Hold	2,491	–	–	0.03%	103
2019 Q3	$23K	Sell	2,491 -20,490	-89%	-$184K	0.03%	113
2019 Q2	$204K	Buy	+22,981	New	+$198K	0.37%	37

Other funds holding BDJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return