WealthPlan Investment Management’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
2023
Q1
Sell
-6,060
Closed -$239K 467
2022
Q4
$239K Buy
6,060
+135
+2% +$5.32K 0.02% 346
2022
Q3
$226K Buy
+5,925
New +$226K 0.02% 333
2022
Q1
$229K Buy
+5,862
New +$229K 0.02% 358