Arete Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,721
| Closed | -$1.37M | – | 478 |
|
|
2022
Q1 | $1.37M | Sell |
10,721
-1,164
| -10% | -$149K | 0.12% | 145 |
|
|
2021
Q4 | $1.46M | Sell |
11,885
-1,103
| -8% | -$135K | 0.12% | 145 |
|
|
2021
Q3 | $1.49M | Sell |
12,988
-6,388
| -33% | -$733K | 0.16% | 121 |
|
|
2021
Q2 | $2.26M | Buy |
19,376
+7,532
| +64% | +$879K | 0.32% | 69 |
|
|
2021
Q1 | $1.35M | Buy |
+11,844
| New | +$1.35M | 0.17% | 125 |
|