Bourgeon Capital Management’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 |
-97
| Closed | -$11.4K | – | 175 |
|
|
2023
Q4 | $11.4K | Hold |
97
| – | – | ﹤0.01% | 237 |
|
|
2023
Q3 | $10.4K | Hold |
97
| – | – | ﹤0.01% | 234 |
|
|
2023
Q2 | $11K | Hold |
97
| – | – | ﹤0.01% | 245 |
|
|
2023
Q1 | $11.4K | Hold |
97
| – | – | ﹤0.01% | 228 |
|
|
2022
Q4 | $11.7K | Buy |
+97
| New | +$11.7K | ﹤0.01% | 230 |
|