Capital Bank & Trust’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$218K Buy
2020
Q2
Sell
2020
Q1
$178K Buy
2019
Q4
$105K Sell
2019
Q3
$295K Buy
2019
Q2
$139K Sell
2019
Q1
$157K Hold
2018
Q4
$143K Sell
2018
Q3
$389K Hold
2018
Q2
$381K Buy
2018
Q1
$152K Hold
2017
Q4
$158K Buy