BPWA
Beacon Pointe Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.59M | Buy |
15,048
+1,510
| +11% | +$159K | 0.29% | 72 |
|
|
2019
Q3 | $1.38M | Buy |
13,538
+491
| +4% | +$50K | 0.29% | 76 |
|
|
2019
Q2 | $1.3M | Buy |
13,047
+234
| +2% | +$23.3K | 0.27% | 79 |
|
|
2019
Q1 | $1.26M | Buy |
12,813
+1,651
| +15% | +$162K | 0.29% | 75 |
|
|
2018
Q4 | $996K | Buy |
+11,162
| New | +$996K | 0.36% | 70 |
|