LWA
Lineweaver Wealth Advisors’s Sound Equity Dividend Income ETF DIVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,625
| Closed | -$612K | – | 130 |
|
|
2023
Q3 | $612K | Sell |
24,625
-1,024
| -4% | -$25.5K | 0.18% | 84 |
|
|
2023
Q2 | $650K | Sell |
25,649
-1,964
| -7% | -$49.8K | 0.19% | 77 |
|
|
2023
Q1 | $707K | Sell |
27,613
-895
| -3% | -$22.9K | 0.22% | 79 |
|
|
2022
Q4 | $732K | Buy |
28,508
+2,811
| +11% | +$72.2K | 0.22% | 77 |
|
|
2022
Q3 | $590K | Buy |
+25,697
| New | +$590K | 0.19% | 83 |
|