Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $46K | Hold |
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|
2019
Q3 | $45K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $60K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $78K | Buy |
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|
2018
Q2 | $60K | Sell |
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|
2018
Q1 | $176K | Buy |
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|
2017
Q4 | $152K | Sell |
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|
2017
Q3 | $178K | Sell |
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|
2017
Q2 | $181K | Sell |
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|
2017
Q1 | $327K | Buy |
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|
2016
Q4 | $317K | Buy |
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|
2016
Q3 | $135K | Hold |
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|
2016
Q2 | $134K | Buy |
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|
2016
Q1 | $114K | Sell |
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|
2015
Q4 | $107K | Buy |
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|
2015
Q3 | $52K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $113K | Buy |
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|
2014
Q4 | $117K | Sell |
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|
2014
Q3 | $264K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $29K | Hold |
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|
2013
Q2 | $28K | Buy |
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