Alerus Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $804K | Sell |
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|
2015
Q4 | $764K | Buy |
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|
2015
Q3 | $717K | Buy |
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|
2015
Q2 | $738K | Hold |
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|
2015
Q1 | $738K | Hold |
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|
2014
Q4 | $752K | Buy |
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|
2014
Q3 | $608K | Buy |
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|
2014
Q2 | $633K | Hold |
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|
2014
Q1 | $602K | Sell |
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|
2013
Q4 | $5.33M | Buy |
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|
2013
Q3 | $4M | Sell |
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|
2013
Q2 | $17.7M | Buy |
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