SkyOak Wealth’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,819
| Closed | -$227K | – | 268 |
|
|
2024
Q4 | $227K | Buy |
2,819
+263
| +10% | +$21.2K | 0.05% | 222 |
|
|
2024
Q3 | $209K | Buy |
+2,556
| New | +$209K | 0.05% | 220 |
|
|
2024
Q2 | – | Sell |
-2,579
| Closed | -$203K | – | 262 |
|
|
2024
Q1 | $203K | Buy |
+2,579
| New | +$203K | 0.05% | 230 |
|
|
2021
Q2 | – | Sell |
-3,531
| Closed | -$256K | – | 243 |
|
|
2021
Q1 | $256K | Sell |
3,531
-191
| -5% | -$13.8K | 0.07% | 190 |
|
|
2020
Q4 | $234K | Buy |
+3,722
| New | +$234K | 0.07% | 188 |
|
|
2020
Q1 | – | Sell |
-3,710
| Closed | -$223K | – | 273 |
|
|
2019
Q4 | $223K | Buy |
+3,710
| New | +$223K | 0.07% | 266 |
|