Personal CFO Solutions’s iShares Core Dividend ETF DIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,973
| Closed | -$289K | – | 493 |
|
|
2024
Q3 | $289K | Sell |
5,973
-107
| -2% | -$5.18K | 0.04% | 431 |
|
|
2024
Q2 | $269K | Sell |
6,080
-1,118
| -16% | -$49.5K | 0.04% | 420 |
|
|
2024
Q1 | $320K | Buy |
7,198
+632
| +10% | +$28.1K | 0.05% | 376 |
|
|
2023
Q4 | $270K | Buy |
+6,566
| New | +$270K | 0.05% | 402 |
|