Southern Capital Advisors’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,313
Closed -$613K 73
2023
Q4
$613K Buy
13,313
+6,606
+98% +$304K 0.44% 31
2023
Q3
$277K Sell
6,707
-2,780
-29% -$115K 0.23% 51
2023
Q2
$405K Sell
9,487
-203
-2% -$8.66K 0.31% 42
2023
Q1
$415K Buy
+9,690
New +$415K 0.31% 45