Atria Wealth Solutions’s iShares Core Dividend ETF DIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,274
| Closed | -$596K | – | 1555 |
|
|
2025
Q1 | $596K | Sell |
12,274
-10,068
| -45% | -$488K | 0.01% | 1111 |
|
|
2024
Q4 | $1.06M | Sell |
22,342
-2,057
| -8% | -$97.5K | 0.01% | 898 |
|
|
2024
Q3 | $1.18M | Buy |
24,399
+3,316
| +16% | +$161K | 0.01% | 844 |
|
|
2024
Q2 | $933K | Buy |
21,083
+382
| +2% | +$16.9K | 0.01% | 917 |
|
|
2024
Q1 | $921K | Buy |
+20,701
| New | +$921K | 0.01% | 945 |
|