Sterling Financial Planning’s SmartETFs Dividend Builder ETF DIVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Hold |
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|
2025
Q2 | $273K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $252K | Sell |
|
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|
2024
Q3 | $283K | Hold |
|
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|
2024
Q2 | $260K | Hold |
|
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|
2024
Q1 | $256K | Sell |
|
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|
2023
Q4 | $253K | Sell |
|
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|
2023
Q3 | $250K | Hold |
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|
2023
Q2 | $263K | Hold |
|
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|
2023
Q1 | $252K | Sell |
|
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|
2022
Q4 | $242K | Hold |
|
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|
2022
Q3 | $222K | Sell |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $140K | Buy |
|