WealthPLAN Partners’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
Q4 | – | Sell |
-7,549
| Closed | -$281K | – | 326 |
|
|
2023
Q3 | $281K | Buy |
7,549
+280
| +4% | +$10.4K | 0.03% | 269 |
|
|
2023
Q2 | $278K | Buy |
7,269
+49
| +0.7% | +$1.87K | 0.04% | 250 |
|
|
2023
Q1 | $270K | Buy |
7,220
+1,160
| +19% | +$43.3K | 0.03% | 264 |
|
|
2022
Q4 | $238K | Buy |
+6,060
| New | +$238K | 0.02% | 346 |
|
|
2022
Q1 | $229K | Buy |
+5,862
| New | +$229K | 0.02% | 358 |
|