Advocacy Wealth Management Services’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
Q4 | – | Sell |
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|
2022
Q3 | $153K | Buy |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $165K | Hold |
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|
2021
Q4 | $157K | Hold |
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|
2021
Q3 | $147K | Hold |
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|
2021
Q2 | $150K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $10K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Sell |
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|
2017
Q3 | $22K | Sell |
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|
2017
Q2 | $12.1M | Sell |
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|
2017
Q1 | $14.6M | Buy |
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|
2016
Q4 | $12.8M | Buy |
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|
2016
Q3 | $11.8M | Buy |
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|
2016
Q2 | $9.45M | Buy |
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|
2016
Q1 | $6.43M | Buy |
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|
2015
Q4 | $2.35M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $4K | Buy |
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