BKS Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $329K | Buy |
3,348
+344
| +11% | +$33.8K | 0.13% | 146 |
|
|
2018
Q4 | $268K | Buy |
+3,004
| New | +$268K | 0.12% | 157 |
|
|
2017
Q3 | – | Sell |
-2,174
| Closed | -$200K | – | 216 |
|
|
2017
Q2 | $200K | Buy |
+2,174
| New | +$200K | 0.08% | 193 |
|
|
2016
Q4 | – | Sell |
-1,979
| Closed | -$170K | – | 198 |
|
|
2016
Q3 | $170K | Buy |
+1,979
| New | +$170K | 0.08% | 173 |
|