Alpine Woods Capital Investors’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
2020
Q4
Sell
-5,349
Closed -$436K 224
2020
Q3
$436K Hold
5,349
0.07% 194
2020
Q2
$432K Hold
5,349
0.08% 194
2020
Q1
$393K Buy
+5,349
New +$511K 0.09% 188

Other funds holding DVY

Alpine Woods Capital Investors's DVY Position: Q4 2020 in Review

Alpine Woods Capital Investors sold out of iShares Select Dividend ETF (DVY) in Q4 2020, closing a stake of 5,349 shares — an estimated $436K sold.

Alpine Woods Capital Investors first reported a position in DVY in Q1 2020 and held it in 3 quarters. The position peaked at $436K in Q3 2020. 965 funds tracked by Wall St. Rank hold DVY as of Q4 2020.

  • Alpine Woods Capital Investors reported no remaining iShares Select Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 5,349 iShares Select Dividend ETF shares in Q4 2020, an estimated $436K.
  • Alpine Woods Capital Investors first reported a position in iShares Select Dividend ETF in Q1 2020 and held it in 3 quarters.
  • Alpine Woods Capital Investors's iShares Select Dividend ETF position peaked at $436K in Q3 2020.
  • 965 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2020, filed 1 Feb 2021.