Antonetti Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $3K | Sell |
40
-6,925
| -99% | -$519K | 0.01% | 92 |
|
2014
Q2 | $536K | Buy |
6,965
+2,195
| +46% | +$169K | 0.42% | 39 |
|
2014
Q1 | $350K | Sell |
4,770
-225
| -5% | -$16.5K | 0.31% | 39 |
|
2013
Q4 | $356K | Sell |
4,995
-380
| -7% | -$27.1K | 0.32% | 37 |
|
2013
Q3 | $357K | Buy |
5,375
+2,485
| +86% | +$165K | 0.36% | 42 |
|
2013
Q2 | $185K | Buy |
+2,890
| New | +$185K | 0.2% | 81 |
|