Avantax Advisory Services’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 | $408K | Buy |
8,117
+1,637
| +25% | +$82.4K | ﹤0.01% | 1709 |
|
|
2025
Q1 | $314K | Sell |
6,480
-4,064
| -39% | -$197K | ﹤0.01% | 1798 |
|
|
2024
Q4 | $500K | Buy |
10,544
+31
| +0.3% | +$1.47K | ﹤0.01% | 1446 |
|
|
2024
Q3 | $509K | Buy |
10,513
+418
| +4% | +$20.3K | ﹤0.01% | 1398 |
|
|
2024
Q2 | $447K | Sell |
10,095
-668
| -6% | -$29.6K | ﹤0.01% | 1434 |
|
|
2024
Q1 | $479K | Sell |
10,763
-179
| -2% | -$7.97K | ﹤0.01% | 1060 |
|
|
2023
Q4 | $449K | Sell |
10,942
-40
| -0.4% | -$1.64K | ﹤0.01% | 1045 |
|
|
2023
Q3 | $409K | Sell |
10,982
-1,389
| -11% | -$51.7K | ﹤0.01% | 1035 |
|
|
2023
Q2 | $473K | Buy |
12,371
+3
| +0% | +$115 | 0.01% | 961 |
|
|
2023
Q1 | $462K | Sell |
12,368
-3,676
| -23% | -$137K | 0.01% | 954 |
|
|
2022
Q4 | $602K | Buy |
16,044
+271
| +2% | +$10.2K | 0.01% | 791 |
|
|
2022
Q3 | $533K | Sell |
15,773
-428
| -3% | -$14.5K | 0.01% | 744 |
|
|
2022
Q2 | $588K | Buy |
16,201
+7,172
| +79% | +$260K | 0.01% | 719 |
|
|
2022
Q1 | $376K | Buy |
9,029
+3,429
| +61% | +$143K | 0.01% | 899 |
|
|
2021
Q4 | $239K | Buy |
+5,600
| New | +$239K | ﹤0.01% | 1088 |
|