Carolina Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-105
| Closed | -$12K | – | 277 |
|
|
2021
Q2 | $12K | Hold |
105
| – | – | 0.01% | 185 |
|
|
2021
Q1 | $12K | Hold |
105
| – | – | 0.01% | 194 |
|
|
2020
Q4 | $10K | Buy |
+105
| New | +$10K | 0.01% | 143 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 172 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$5K | – | 176 |
|
|
2019
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 150 |
|