AAM
Autus Asset Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $305K | Sell |
2,525
-175
| -6% | -$21.1K | 0.05% | 123 |
|
|
2022
Q3 | $289K | Hold |
2,700
| – | – | 0.06% | 118 |
|
|
2022
Q2 | $318K | Buy |
2,700
+805
| +42% | +$94.8K | 0.06% | 119 |
|
|
2022
Q1 | $243K | Sell |
1,895
-907
| -32% | -$116K | 0.04% | 141 |
|
|
2021
Q4 | $343K | Buy |
2,802
+445
| +19% | +$54.5K | 0.03% | 146 |
|
|
2021
Q3 | $270K | Sell |
2,357
-163
| -6% | -$18.7K | 0.03% | 151 |
|
|
2021
Q2 | $293K | Sell |
2,520
-102
| -4% | -$11.9K | 0.03% | 143 |
|
|
2021
Q1 | $299K | Hold |
2,622
| – | – | 0.04% | 136 |
|
|
2020
Q4 | $253K | Buy |
+2,622
| New | +$253K | 0.03% | 141 |
|
|
2020
Q3 | – | Sell |
-2,547
| Closed | -$206K | – | 153 |
|
|
2020
Q2 | $206K | Buy |
+2,547
| New | +$206K | 0.03% | 151 |
|