Sterling Financial Planning’s Guinness Atkinson Asia Pacific Dividend Builder ETF ADIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,982
Closed -$51K 101
2021
Q3
$51K Buy
+2,982
New +$53.7K 0.03% 184

Other funds holding ADIV

Sterling Financial Planning's ADIV Position: Q4 2021 in Review

Sterling Financial Planning sold out of Guinness Atkinson Asia Pacific Dividend Builder ETF (ADIV) in Q4 2021, closing a stake of 2,982 shares — an estimated $51K sold.

Sterling Financial Planning first reported a position in ADIV in Q3 2021 and held it in 1 quarter. The position peaked at $51K in Q3 2021. 3 funds tracked by Wall St. Rank hold ADIV as of Q4 2021.

  • Sterling Financial Planning reported no remaining Guinness Atkinson Asia Pacific Dividend Builder ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,982 Guinness Atkinson Asia Pacific Dividend Builder ETF shares in Q4 2021, an estimated $51K.
  • Sterling Financial Planning first reported a position in Guinness Atkinson Asia Pacific Dividend Builder ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's Guinness Atkinson Asia Pacific Dividend Builder ETF position peaked at $51K in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Guinness Atkinson Asia Pacific Dividend Builder ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.