Family Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $373K | Sell |
7,693
-3
| -0% | -$145 | 0.22% | 81 |
|
2024
Q2 | $340K | Buy |
7,696
+3
| +0% | +$133 | 0.22% | 83 |
|
2024
Q1 | $342K | Sell |
7,693
-3,531
| -31% | -$157K | 0.21% | 83 |
|
2023
Q4 | $461K | Buy |
11,224
+9,635
| +606% | +$396K | 0.31% | 69 |
|
2023
Q3 | $59.2K | Sell |
1,589
-560
| -26% | -$20.8K | 0.04% | 123 |
|
2023
Q2 | $82.2K | Hold |
2,149
| – | – | 0.06% | 127 |
|
2023
Q1 | $80.2K | Buy |
+2,149
| New | +$80.2K | 0.06% | 123 |
|