CPA
Clear Perspective Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-475
| Closed | -$19K | – | 216 |
|
2018
Q2 | $19K | Hold |
475
| – | – | 0.01% | 316 |
|
2018
Q1 | $21K | Sell |
475
-51
| -10% | -$2.26K | 0.02% | 305 |
|
2017
Q4 | $22K | Hold |
526
| – | – | 0.02% | 285 |
|
2017
Q3 | $22K | Buy |
526
+6
| +1% | +$251 | 0.02% | 280 |
|
2017
Q2 | $21K | Buy |
+520
| New | +$21K | 0.02% | 285 |
|