Avantax Advisory Services’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
4,961
-259
| -5% | -$18.6K | ﹤0.01% | 1787 |
|
|
2025
Q1 | $338K | Sell |
5,220
-1,123
| -18% | -$72.8K | ﹤0.01% | 1752 |
|
|
2024
Q4 | $422K | Sell |
6,343
-633
| -9% | -$42.1K | ﹤0.01% | 1562 |
|
|
2024
Q3 | $483K | Sell |
6,976
-477
| -6% | -$33K | ﹤0.01% | 1431 |
|
|
2024
Q2 | $474K | Sell |
7,453
-536
| -7% | -$34.1K | ﹤0.01% | 1400 |
|
|
2024
Q1 | $528K | Sell |
7,989
-303
| -4% | -$20K | ﹤0.01% | 1006 |
|
|
2023
Q4 | $504K | Sell |
8,292
-543
| -6% | -$33K | 0.01% | 977 |
|
|
2023
Q3 | $484K | Sell |
8,835
-103
| -1% | -$5.64K | 0.01% | 958 |
|
|
2023
Q2 | $504K | Sell |
8,938
-162
| -2% | -$9.14K | 0.01% | 939 |
|
|
2023
Q1 | $483K | Sell |
9,100
-98
| -1% | -$5.2K | 0.01% | 931 |
|
|
2022
Q4 | $449K | Sell |
9,198
-117
| -1% | -$5.71K | 0.01% | 915 |
|
|
2022
Q3 | $421K | Sell |
9,315
-701
| -7% | -$31.7K | 0.01% | 853 |
|
|
2022
Q2 | $473K | Buy |
10,016
+1,029
| +11% | +$48.6K | 0.01% | 806 |
|
|
2022
Q1 | $496K | Buy |
8,987
+576
| +7% | +$31.8K | 0.01% | 791 |
|
|
2021
Q4 | $508K | Buy |
+8,411
| New | +$508K | 0.01% | 756 |
|
|
2021
Q1 | – | Sell |
-13,610
| Closed | -$642K | – | 1058 |
|
|
2020
Q4 | $642K | Buy |
13,610
+4,128
| +44% | +$195K | 0.02% | 480 |
|
|
2020
Q3 | $415K | Buy |
+9,482
| New | +$415K | 0.01% | 878 |
|