Aureus Asset Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $317K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $395K | Buy |
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|
2015
Q2 | $340K | Sell |
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|
2015
Q1 | $478K | Sell |
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|
2014
Q4 | $488K | Buy |
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|
2014
Q3 | $453K | Sell |
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|
2014
Q2 | $632K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $744K | Sell |
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|
2013
Q3 | $1.6M | Sell |
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|
2013
Q2 | $2.02M | Buy |
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