WealthPlan Investment Management’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
5,491
+26
| +0.5% | +$1.87K | 0.03% | 263 |
|
|
2025
Q1 | $354K | Buy |
5,465
+35
| +0.6% | +$2.27K | 0.03% | 206 |
|
|
2024
Q4 | $361K | Buy |
5,430
+30
| +0.6% | +$1.99K | 0.04% | 204 |
|
|
2024
Q3 | $374K | Buy |
5,400
+30
| +0.6% | +$2.08K | 0.04% | 178 |
|
|
2024
Q2 | $342K | Sell |
5,370
-47
| -0.9% | -$2.99K | 0.05% | 142 |
|
|
2024
Q1 | $358K | Sell |
5,417
-120
| -2% | -$7.93K | 0.05% | 143 |
|
|
2023
Q4 | $337K | Buy |
5,537
+24
| +0.4% | +$1.46K | 0.05% | 145 |
|
|
2023
Q3 | $302K | Buy |
5,513
+4,932
| +849% | +$270K | 0.05% | 142 |
|
|
2023
Q2 | $32.8K | Sell |
581
-4,721
| -89% | -$266K | 0.01% | 220 |
|
|
2023
Q1 | $281K | Buy |
5,302
+8
| +0.2% | +$425 | 0.05% | 143 |
|
|
2022
Q4 | $284K | Buy |
5,294
+77
| +1% | +$4.13K | 0.02% | 325 |
|
|
2022
Q3 | $266K | Buy |
+5,217
| New | +$266K | 0.02% | 312 |
|
|
2022
Q1 | $299K | Buy |
+5,804
| New | +$299K | 0.02% | 317 |
|