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Transform Wealth’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Transform Wealth’s Portfolio DJD Stock Details DJD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$289K Buy
5,468
+768
+16% +$40.6K 0.02% 208
2024
Q4 		$238K Buy
4,700
+300
+7% +$15.2K 0.01% 238
2024
Q3 		$231K Buy
+4,400
New +$231K 0.02% 202