WKWM
Walter & Keenan Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
4,500
| – | – | 0.07% | 145 |
|
|
2025
Q1 | $218K | Hold |
4,500
| – | – | 0.07% | 142 |
|
|
2024
Q4 | $213K | Hold |
4,500
| – | – | 0.06% | 144 |
|
|
2024
Q3 | $218K | Buy |
+4,500
| New | +$218K | 0.07% | 142 |
|
|
2024
Q2 | – | Sell |
-4,500
| Closed | -$200K | – | 149 |
|
|
2024
Q1 | $200K | Buy |
+4,500
| New | +$200K | 0.07% | 138 |
|