Summit Wealth Partners’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
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|
2025
Q1 | $4.17M | Sell |
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|
2024
Q4 | $4.51M | Sell |
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|
2024
Q3 | $5.07M | Sell |
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|
2024
Q2 | $5M | Sell |
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|
2024
Q1 | $6.7M | Sell |
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|
2023
Q4 | $7.01M | Sell |
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|
2023
Q3 | $7.04M | Buy |
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|
2023
Q2 | $7.2M | Sell |
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|
2023
Q1 | $7.29M | Sell |
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|
2022
Q4 | $7.72M | Buy |
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|
2022
Q3 | $6.85M | Sell |
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|
2022
Q2 | $7.37M | Sell |
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|
2022
Q1 | $8.71M | Sell |
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|
2021
Q4 | $9.16M | Buy |
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|
2021
Q3 | $8.16M | Buy |
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|
2021
Q2 | $8.12M | Buy |
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|
2021
Q1 | $7.76M | Buy |
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|
2020
Q4 | $6.54M | Buy |
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|
2020
Q3 | $4.98M | Sell |
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|
2020
Q2 | $5.23M | Sell |
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|
2020
Q1 | $4.88M | Buy |
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|
2019
Q4 | $6.47M | Buy |
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