55I LLC’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.66M | Buy |
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|
2022
Q2 | $4.19M | Sell |
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|
2022
Q1 | $4.66M | Buy |
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|
2021
Q4 | $4.31M | Buy |
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|
2021
Q3 | $3.03M | Buy |
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|
2021
Q2 | $2.81M | Buy |
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|
2021
Q1 | $1.88M | Buy |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $411K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Hold |
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|
2019
Q3 | $224K | Buy |
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