RMR Wealth Builders’s Polen Dividend Income ETF DIVZ Stock Holding History

RMR Wealth Builders’s Portfolio DIVZ Stock Details DIVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-712	Closed	-$20K	–	302
2021 Q1	$20K	Buy	+712	New	+$18.7K	0.01%	511

Other funds holding DIVZ

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

RMR Wealth Builders's DIVZ Position: Q2 2021 in Review

RMR Wealth Builders sold out of Polen Dividend Income ETF (DIVZ) in Q2 2021, closing a stake of 712 shares — an estimated $20K sold.

RMR Wealth Builders first reported a position in DIVZ in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 2 funds tracked by Wall St. Rank hold DIVZ as of Q2 2021.

RMR Wealth Builders reported no remaining Polen Dividend Income ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 712 Polen Dividend Income ETF shares in Q2 2021, an estimated $20K.
RMR Wealth Builders first reported a position in Polen Dividend Income ETF in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Polen Dividend Income ETF position peaked at $20K in Q1 2021.
2 funds tracked by Wall St. Rank held Polen Dividend Income ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.