WealthPlan Investment Management’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	$863K	Sell	16,227 -3,362	-17%	-$179K	0.06%	188
2025 Q1	$1.03M	Sell	19,589 -56,679	-74%	-$2.99M	0.1%	133
2024 Q4	$3.87M	Buy	+76,268	New	+$3.87M	0.38%	77