Carroll Financial Associates’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
Q4 | $301K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $238K | Hold |
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|
2020
Q3 | $201K | Hold |
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|
2020
Q2 | $199K | Sell |
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|
2020
Q1 | $213K | Sell |
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|
2019
Q4 | $307K | Hold |
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|
2019
Q3 | $296K | Sell |
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|
2019
Q2 | $320K | Buy |
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|
2019
Q1 | $265K | Sell |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $333K | Buy |
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|
2018
Q2 | $261K | Buy |
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|
2018
Q1 | $181K | Sell |
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|
2017
Q4 | $277K | Hold |
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|
2017
Q3 | $265K | Sell |
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|
2017
Q2 | $267K | Hold |
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|
2017
Q1 | $264K | Sell |
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|
2016
Q4 | $292K | Sell |
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|
2016
Q3 | $590K | Buy |
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|
2016
Q2 | $570K | Buy |
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|
2016
Q1 | $513K | Sell |
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|
2015
Q4 | $749K | Sell |
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|
2015
Q3 | $833K | Buy |
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|
2015
Q2 | $802K | Buy |
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|
2015
Q1 | $667K | Sell |
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|
2014
Q4 | $744K | Buy |
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|
2014
Q3 | $593K | Buy |
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|
2014
Q2 | $537K | Buy |
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|
2014
Q1 | $481K | Buy |
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|
2013
Q4 | $388K | Buy |
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|
2013
Q3 | $338K | Buy |
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|
2013
Q2 | $191K | Buy |
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