SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-400
| Closed | -$17K | – | 661 |
|
|
2022
Q3 | $17K | Hold |
400
| – | – | 0.01% | 453 |
|
|
2022
Q2 | $20K | Sell |
400
-300
| -43% | -$15K | 0.01% | 465 |
|
|
2022
Q1 | $41K | Sell |
700
-1,650
| -70% | -$96.6K | 0.01% | 340 |
|
|
2021
Q4 | $148K | Buy |
2,350
+300
| +15% | +$18.9K | 0.06% | 153 |
|
|
2021
Q3 | $116K | Buy |
2,050
+450
| +28% | +$25.5K | 0.06% | 159 |
|
|
2021
Q2 | $92K | Buy |
+1,600
| New | +$92K | 0.07% | 130 |
|