CCM
Colorado Capital Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-36,822
| Closed | -$3.16M | – | 68 |
|
|
2016
Q3 | $3.16M | Sell |
36,822
-4
| -0% | -$343 | 2.91% | 13 |
|
|
2016
Q2 | $3.14M | Sell |
36,826
-562
| -2% | -$47.9K | 3.03% | 11 |
|
|
2016
Q1 | $3.05M | Sell |
37,388
-684
| -2% | -$55.9K | 3.06% | 11 |
|
|
2015
Q4 | $2.86M | Buy |
+38,072
| New | +$2.86M | 3.11% | 10 |
|