Catawba Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $346K | Hold |
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|
2018
Q1 | $336K | Hold |
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|
2017
Q4 | $348K | Hold |
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|
2017
Q3 | $331K | Buy |
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|
2017
Q2 | $306K | Sell |
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|
2017
Q1 | $307K | Sell |
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|
2016
Q4 | $347K | Hold |
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|
2016
Q3 | $336K | Hold |
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|
2016
Q2 | $334K | Sell |
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|
2016
Q1 | $372K | Hold |
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|
2015
Q4 | $342K | Sell |
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|
2015
Q3 | $371K | Hold |
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|
2015
Q2 | $384K | Hold |
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|
2015
Q1 | $398K | Sell |
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|
2014
Q4 | $417K | Buy |
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|
2014
Q3 | $335K | Sell |
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|
2014
Q2 | $370K | Buy |
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|
2014
Q1 | $349K | Sell |
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|
2013
Q4 | $398K | Sell |
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|
2013
Q3 | $393K | Buy |
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|
2013
Q2 | $370K | Buy |
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