Fiduciary Planning’s Sound Equity Dividend Income ETF DIVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
11,492
-1,772
| -13% | -$45.4K | 0.1% | 65 |
|
|
2025
Q1 | $340K | Sell |
13,264
-4,358
| -25% | -$112K | 0.11% | 61 |
|
|
2024
Q4 | $449K | Sell |
17,622
-4,661
| -21% | -$119K | 0.15% | 52 |
|
|
2024
Q3 | $602K | Sell |
22,283
-5,191
| -19% | -$140K | 0.2% | 43 |
|
|
2024
Q2 | $691K | Sell |
27,474
-6,726
| -20% | -$169K | 0.25% | 39 |
|
|
2024
Q1 | $926K | Buy |
34,200
+16,204
| +90% | +$439K | 0.35% | 30 |
|
|
2023
Q4 | $468K | Buy |
+17,996
| New | +$468K | 0.2% | 40 |
|