Brandywine Oak Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,452
| Closed | -$364K | – | 227 |
|
|
2019
Q4 | $364K | Hold |
3,452
| – | – | 0.07% | 154 |
|
|
2019
Q3 | $351K | Buy |
3,452
+142
| +4% | +$14.4K | 0.07% | 143 |
|
|
2019
Q2 | $329K | Buy |
3,310
+345
| +12% | +$34.3K | 0.07% | 151 |
|
|
2019
Q1 | $291K | Buy |
2,965
+1,269
| +75% | +$125K | 0.06% | 164 |
|
|
2018
Q4 | $221K | Buy |
+1,696
| New | +$221K | 0.05% | 189 |
|