IFP Advisors’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
Q1 | – | Sell |
-200
| Closed | -$5K | – | 3623 |
|
2022
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 3769 |
|
2022
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 4012 |
|
2022
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 3765 |
|
2022
Q1 | $5K | Buy |
200
+20
| +11% | +$500 | ﹤0.01% | 3765 |
|
2021
Q4 | $8K | Sell |
180
-275
| -60% | -$12.2K | ﹤0.01% | 2254 |
|
2021
Q3 | $18K | Hold |
455
| – | – | ﹤0.01% | 1970 |
|
2021
Q2 | $18K | Buy |
+455
| New | +$18K | ﹤0.01% | 1968 |
|