SkyOak Wealth’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,042
| Closed | -$241K | – | 266 |
|
|
2022
Q4 | $241K | Buy |
5,042
+400
| +9% | +$19.1K | 0.08% | 181 |
|
|
2022
Q3 | $203K | Buy |
4,642
+650
| +16% | +$28.4K | 0.07% | 194 |
|
|
2022
Q2 | $200K | Buy |
+3,992
| New | +$200K | 0.07% | 197 |
|
|
2020
Q1 | – | Sell |
-5,886
| Closed | -$254K | – | 286 |
|
|
2019
Q4 | $254K | Buy |
+5,886
| New | +$254K | 0.08% | 251 |
|