Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-51
| Closed | -$1.95K | – | 1047 |
|
|
2023
Q2 | $1.95K | Hold |
51
| – | – | ﹤0.01% | 873 |
|
|
2023
Q1 | $1.9K | Hold |
51
| – | – | ﹤0.01% | 821 |
|
|
2022
Q4 | $1.91K | Buy |
+51
| New | +$1.91K | ﹤0.01% | 946 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$2K | – | 392 |
|
|
2022
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 1007 |
|
|
2022
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 1115 |
|
|
2021
Q3 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 744 |
|