Aevitas Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-382
| Closed | -$37K | – | 163 |
|
|
2019
Q1 | $37K | Buy |
382
+3
| +0.8% | +$291 | 0.03% | 206 |
|
|
2018
Q4 | $34K | Sell |
379
-39
| -9% | -$3.5K | 0.03% | 208 |
|
|
2018
Q3 | $42K | Buy |
418
+3
| +0.7% | +$301 | 0.04% | 214 |
|
|
2018
Q2 | $41K | Hold |
415
| – | – | 0.04% | 215 |
|
|
2018
Q1 | $39K | Buy |
415
+3
| +0.7% | +$282 | 0.04% | 198 |
|
|
2017
Q4 | $41K | Buy |
+412
| New | +$41K | 0.04% | 198 |
|