Capital Wealth Planning’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
Q2
Sell
-3,820
Closed -$281K 132
2020
Q1
$281K Buy
3,820
+914
+31% +$67.2K 0.02% 172
2019
Q4
$307K Sell
2,906
-570
-16% -$60.2K 0.02% 147
2019
Q3
$356K Sell
3,476
-90
-3% -$9.22K 0.02% 167
2019
Q2
$355K Buy
+3,566
New +$355K 0.03% 162