Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
23,314
-1,528
| -6% | -$81.3K | 0.03% | 427 |
|
|
2025
Q1 | $1.31M | Buy |
24,842
+1,835
| +8% | +$96.9K | 0.04% | 384 |
|
|
2024
Q4 | $1.17M | Buy |
23,007
+2,350
| +11% | +$119K | 0.03% | 387 |
|
|
2024
Q3 | $1.09M | Buy |
20,657
+4,850
| +31% | +$255K | 0.03% | 403 |
|
|
2024
Q2 | $748K | Buy |
15,807
+2,693
| +21% | +$127K | 0.02% | 455 |
|
|
2024
Q1 | $630K | Buy |
13,114
+487
| +4% | +$23.4K | 0.02% | 495 |
|
|
2023
Q4 | $581K | Buy |
12,627
+2,991
| +31% | +$138K | 0.02% | 457 |
|
|
2023
Q3 | $398K | Sell |
9,636
-382
| -4% | -$15.8K | 0.02% | 485 |
|
|
2023
Q2 | $428K | Buy |
10,018
+440
| +5% | +$18.8K | 0.02% | 480 |
|
|
2023
Q1 | $410K | Buy |
+9,578
| New | +$410K | 0.02% | 505 |
|