Alaska Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,775
| Closed | -$425K | – | 58 |
|
|
2020
Q1 | $425K | Hold |
5,775
| – | – | 0.12% | 35 |
|
|
2019
Q4 | $610K | Buy |
+5,775
| New | +$610K | 0.1% | 36 |
|
|
2019
Q3 | – | Sell |
-5,775
| Closed | -$567K | – | 37 |
|
|
2019
Q2 | $567K | Hold |
5,775
| – | – | 0.06% | 39 |
|
|
2019
Q1 | $567K | Hold |
5,775
| – | – | 0.06% | 39 |
|
|
2018
Q4 | $516K | Hold |
5,775
| – | – | 0.16% | 34 |
|
|
2018
Q3 | $576K | Hold |
5,775
| – | – | 0.17% | 29 |
|
|
2018
Q2 | $564K | Hold |
5,775
| – | – | 0.18% | 29 |
|
|
2018
Q1 | $549K | Hold |
5,775
| – | – | 0.19% | 29 |
|
|
2017
Q4 | $569K | Buy |
+5,775
| New | +$569K | 0.21% | 26 |
|