Artemis 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
Q3 | – | Sell |
-469
| Closed | -$55.1K | – | 112 |
|
|
2022
Q2 | $55.1K | Buy |
469
+4
| +0.9% | +$470 | 0.02% | 65 |
|
|
2022
Q1 | $59.6K | Buy |
465
+3
| +0.6% | +$384 | 0.01% | 31 |
|
|
2021
Q4 | $56.6K | Buy |
462
+7
| +2% | +$858 | 0.01% | 40 |
|
|
2021
Q3 | $52.1K | Hold |
455
| – | – | 0.01% | 45 |
|
|
2021
Q2 | $53K | Buy |
455
+8
| +2% | +$932 | 0.01% | 46 |
|
|
2021
Q1 | $51K | Hold |
447
| – | – | 0.01% | 47 |
|
|
2020
Q4 | $43K | Buy |
447
+4
| +0.9% | +$385 | 0.01% | 46 |
|
|
2020
Q3 | $36.1K | Buy |
443
+5
| +1% | +$408 | 0.01% | 47 |
|
|
2020
Q2 | $35.4K | Hold |
438
| – | – | 0.01% | 36 |
|
|
2020
Q1 | $32.2K | Hold |
438
| – | – | 0.01% | 34 |
|
|
2019
Q4 | $46.3K | Buy |
+438
| New | +$46.3K | 0.02% | 46 |
|