AWS
Aris Wealth Services’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $3.09M | Buy |
99,952
+9,059
| +10% | +$280K | 6.47% | 2 |
|
2015
Q2 | $3.76M | Sell |
90,893
-473
| -0.5% | -$19.6K | 3.45% | 2 |
|
2015
Q1 | $3.76M | Buy |
91,366
+4,377
| +5% | +$180K | 3.51% | 4 |
|
2014
Q4 | $3.64M | Buy |
86,989
+4,476
| +5% | +$187K | 4.05% | 5 |
|
2014
Q3 | $3.72M | Buy |
82,513
+7,742
| +10% | +$349K | 4.62% | 5 |
|
2014
Q2 | $3.64M | Buy |
74,771
+11,399
| +18% | +$555K | 4.76% | 5 |
|
2014
Q1 | $3.02M | Buy |
+63,372
| New | +$3.02M | 4.43% | 5 |
|