ARS 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
2017
Q2
Sell
-4,482
Closed -$408K 116
2017
Q1
$408K Buy
4,482
+521
+13% +$47.4K 0.17% 71
2016
Q4
$351K Buy
3,961
+88
+2% +$7.8K 0.16% 68
2016
Q3
$332K Buy
+3,873
New +$332K 0.14% 67