Beck Bode LLC’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,466
| Closed | -$418K | – | 153 |
|
2022
Q4 | $418K | Sell |
3,466
-6,612
| -66% | -$797K | 0.09% | 127 |
|
2022
Q3 | $1.08M | Buy |
10,078
+1,087
| +12% | +$117K | 0.23% | 93 |
|
2022
Q2 | $1.06M | Sell |
8,991
-114
| -1% | -$13.4K | 0.23% | 86 |
|
2022
Q1 | $1.17M | Buy |
+9,105
| New | +$1.17M | 0.26% | 65 |
|
2021
Q3 | – | Sell |
-728
| Closed | -$85K | – | 144 |
|
2021
Q2 | $85K | Buy |
+728
| New | +$85K | 0.02% | 110 |
|
2020
Q4 | – | Sell |
-728
| Closed | -$59K | – | 92 |
|
2020
Q3 | $59K | Buy |
+728
| New | +$59K | 0.02% | 97 |
|