All Terrain Financial 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 |
-2,811
| Closed | -$207K | – | 73 |
|
|
2020
Q1 | $207K | Sell |
2,811
-1,187
| -30% | -$87.4K | 0.08% | 92 |
|
|
2019
Q4 | $422K | Sell |
3,998
-483
| -11% | -$51K | 0.14% | 69 |
|
|
2019
Q3 | $457K | Sell |
4,481
-60
| -1% | -$6.12K | 0.15% | 66 |
|
|
2019
Q2 | $452K | Sell |
4,541
-900
| -17% | -$89.6K | 0.15% | 69 |
|
|
2019
Q1 | $534K | Sell |
5,441
-411
| -7% | -$40.3K | 0.18% | 61 |
|
|
2018
Q4 | $523K | Sell |
5,852
-3
| -0.1% | -$268 | 0.21% | 63 |
|
|
2018
Q3 | $584K | Sell |
5,855
-386
| -6% | -$38.5K | 0.24% | 63 |
|
|
2018
Q2 | $610K | Sell |
6,241
-596
| -9% | -$58.3K | 0.27% | 61 |
|
|
2018
Q1 | $650K | Sell |
6,837
-75
| -1% | -$7.13K | 0.3% | 62 |
|
|
2017
Q4 | $681K | Buy |
+6,912
| New | +$681K | 0.31% | 59 |
|