Bogart Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63
| Closed | -$7.37K | – | 1087 |
|
|
2023
Q4 | $7.37K | Buy |
+63
| New | +$7.37K | ﹤0.01% | 676 |
|
|
2021
Q2 | – | Sell |
-24
| Closed | -$3K | – | 684 |
|
|
2021
Q1 | $3K | Sell |
24
-5
| -17% | -$625 | ﹤0.01% | 514 |
|
|
2020
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 400 |
|
|
2020
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 381 |
|
|
2020
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 364 |
|