RWB
DIVZ icon

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

WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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.