Tempus Wealth Planning’s iShares Core Dividend ETF DIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$916K Sell
18,203
-1,479
-8% -$74.4K 0.23% 117
2025
Q1
$955K Buy
19,682
+1
+0% +$49 0.29% 102
2024
Q4
$933K Buy
19,681
+207
+1% +$9.81K 0.29% 95
2024
Q3
$944K Buy
19,474
+389
+2% +$18.8K 0.35% 81
2024
Q2
$844K Sell
19,085
-1,426
-7% -$63.1K 0.35% 80
2024
Q1
$913K Buy
+20,511
New +$913K 0.4% 71