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LWM Advisory Services’s iShares Core Dividend ETF DIVB Stock Holding History

LWM Advisory Services’s Portfolio DIVB Stock Details DIVB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,701
Closed -$238K – 114
2022
Q1 		$238K Sell
5,701
-10,839
-66% -$452K 0.3% 95
2021
Q4 		$707K Buy
+16,540
New +$707K 0.88% 33