Stratos Wealth 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
Q2 | – | Sell |
-4,382
| Closed | -$211K | – | 718 |
|
|
2024
Q1 | $211K | Sell |
4,382
-153
| -3% | -$7.35K | 0.01% | 618 |
|
|
2023
Q4 | $209K | Buy |
+4,535
| New | +$209K | 0.01% | 638 |
|
|
2023
Q3 | – | Sell |
-11,568
| Closed | -$494K | – | 678 |
|
|
2023
Q2 | $494K | Buy |
11,568
+113
| +1% | +$4.82K | 0.04% | 432 |
|
|
2023
Q1 | $490K | Sell |
11,455
-24,660
| -68% | -$1.06M | 0.04% | 420 |
|
|
2022
Q4 | $1.58M | Buy |
36,115
+18,645
| +107% | +$814K | 0.13% | 217 |
|
|
2022
Q3 | $655K | Buy |
+17,470
| New | +$655K | 0.07% | 308 |
|