Carroll Financial Associates’s Reality Shares DIVS ETF DIVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-70
Closed -$1K 1788
2020
Q2
$1K Sell
70
-2,342
-97% -$33.5K ﹤0.01% 1491
2020
Q1
$36K Sell
2,412
-5,272
-69% -$78.7K ﹤0.01% 653
2019
Q4
$205K Sell
7,684
-1,894
-20% -$50.5K 0.02% 357
2019
Q3
$250K Buy
9,578
+448
+5% +$11.7K 0.02% 317
2019
Q2
$242K Buy
9,130
+1,641
+22% +$43.5K 0.02% 319
2019
Q1
$196K Buy
+7,489
New +$196K 0.02% 327