BRWM
B. Riley Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $834 | Buy |
7,090
+4,743
| +202% | +$558 | ﹤0.01% | 326 |
|
|
2022
Q1 | $301K | Sell |
2,347
-143
| -6% | -$18.3K | 0.02% | 447 |
|
|
2021
Q4 | $305K | Buy |
2,490
+163
| +7% | +$20K | 0.02% | 469 |
|
|
2021
Q3 | $267K | Buy |
+2,327
| New | +$267K | 0.02% | 484 |
|
|
2020
Q3 | – | Sell |
-47,837
| Closed | -$3.86M | – | 440 |
|
|
2020
Q2 | $3.86M | Sell |
47,837
-13,064
| -21% | -$1.05M | 0.42% | 58 |
|
|
2020
Q1 | $4.48M | Sell |
60,901
-22,621
| -27% | -$1.66M | 0.47% | 58 |
|
|
2019
Q4 | $8.83M | Buy |
83,522
+50,905
| +156% | +$5.38M | 1.32% | 15 |
|
|
2019
Q3 | $3.33M | Sell |
32,617
-124
| -0.4% | -$12.6K | 0.58% | 41 |
|
|
2019
Q2 | $3.26K | Sell |
32,741
-4,604
| -12% | -$458 | 0.5% | 42 |
|
|
2019
Q1 | $3.67M | Buy |
37,345
+10,527
| +39% | +$1.03M | 0.64% | 37 |
|
|
2018
Q4 | $2.4M | Buy |
26,818
+8,807
| +49% | +$787K | 0.5% | 46 |
|
|
2018
Q3 | $1.8M | Buy |
+18,011
| New | +$1.8M | 0.44% | 48 |
|
|
2015
Q3 | – | Sell |
-439
| Closed | -$32K | – | 291 |
|
|
2015
Q2 | $32K | Sell |
439
-11,154
| -96% | -$813K | 0.03% | 511 |
|
|
2015
Q1 | $903K | Buy |
11,593
+113
| +1% | +$8.8K | 0.68% | 24 |
|
|
2014
Q4 | $911K | Buy |
11,480
+1,000
| +10% | +$79.4K | 0.75% | 25 |
|
|
2014
Q3 | $774K | Buy |
10,480
+4,295
| +69% | +$317K | 0.57% | 35 |
|
|
2014
Q2 | $476K | Buy |
6,185
+1,203
| +24% | +$92.6K | 0.31% | 78 |
|
|
2014
Q1 | $365K | Buy |
+4,982
| New | +$365K | 0.27% | 92 |
|