LaSalle St. Investment Advisors’s SmartETFs Dividend Builder ETF DIVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
9,240
| – | – | 0.08% | 239 |
|
|
2025
Q1 | $269K | Buy |
9,240
+708
| +8% | +$20.6K | 0.06% | 241 |
|
|
2024
Q4 | $242K | Sell |
8,532
-97
| -1% | -$2.75K | 0.08% | 231 |
|
|
2024
Q3 | $260K | Sell |
8,629
-438
| -5% | -$13.2K | 0.1% | 163 |
|
|
2024
Q2 | $252K | Sell |
9,067
-3,496
| -28% | -$97.2K | 0.13% | 127 |
|
|
2024
Q1 | $343K | Sell |
12,563
-8,676
| -41% | -$237K | 0.19% | 87 |
|
|
2023
Q4 | $5.5M | Sell |
21,239
-2,659
| -11% | -$689K | 0.37% | 42 |
|
|
2023
Q3 | $578K | Sell |
23,898
-1,096
| -4% | -$26.5K | 0.28% | 49 |
|
|
2023
Q2 | $636K | Sell |
24,994
-271
| -1% | -$6.9K | 0.28% | 47 |
|
|
2023
Q1 | $614K | Sell |
25,265
-15,626
| -38% | -$380K | 0.27% | 54 |
|
|
2022
Q4 | $944K | Buy |
+40,891
| New | +$944K | 0.45% | 39 |
|