American Financial Network Advisory Services’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
Q1 | – | Sell |
-2,803
| Closed | -$250K | – | 153 |
|
2018
Q4 | $250K | Sell |
2,803
-235
| -8% | -$21K | 0.18% | 132 |
|
2018
Q3 | $306K | Buy |
3,038
+3,016
| +13,709% | +$304K | 0.16% | 136 |
|
2018
Q2 | $299 | Hold |
22
| – | – | 0.16% | 140 |
|
2018
Q1 | $289 | Sell |
22
-3,231
| -99% | -$42.4K | 0.15% | 138 |
|
2017
Q4 | $321K | Sell |
3,253
-1,319
| -29% | -$130K | 0.13% | 165 |
|
2017
Q3 | $428K | Buy |
+4,572
| New | +$428K | 0.18% | 148 |
|