Westside Investment Management’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-400
| Closed | -$16 | – | 696 |
|
2020
Q2 | $16 | Hold |
400
| – | – | ﹤0.01% | 432 |
|
2020
Q1 | $14 | Buy |
+400
| New | +$14 | ﹤0.01% | 427 |
|
2019
Q2 | $15 | Buy |
+400
| New | +$15 | ﹤0.01% | 426 |
|
2018
Q4 | $19.9K | Hold |
600
| – | – | 0.01% | 379 |
|
2018
Q3 | $23.1K | Hold |
600
| – | – | 0.01% | 336 |
|
2018
Q2 | $21.3K | Hold |
600
| – | – | 0.01% | 397 |
|
2018
Q1 | $20.9K | Sell |
600
-100
| -14% | -$3.48K | 0.01% | 382 |
|
2017
Q4 | $25.4K | Hold |
700
| – | – | 0.01% | 361 |
|
2017
Q3 | $23K | Hold |
700
| – | – | 0.01% | 365 |
|
2017
Q2 | $21.9K | Buy |
700
+400
| +133% | +$12.5K | 0.01% | 367 |
|
2017
Q1 | $9.46K | Buy |
+300
| New | +$9.46K | ﹤0.01% | 514 |
|