Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $200K | Sell |
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|
2017
Q1 | $2.85M | Buy |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $2.63M | Sell |
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|
2016
Q2 | $2.77M | Buy |
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|
2016
Q1 | $2.17M | Buy |
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|
2015
Q4 | $841K | Sell |
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|
2015
Q3 | $828K | Sell |
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|
2015
Q2 | $930K | Sell |
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|
2015
Q1 | $405K | Buy |
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|
2014
Q4 | $1.04M | Buy |
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|
2014
Q3 | $835K | Sell |
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|
2014
Q2 | $1.43M | Sell |
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|
2014
Q1 | $1.6M | Sell |
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|
2013
Q4 | $1.92M | Sell |
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|
2013
Q3 | $1.93M | Buy |
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|
2013
Q2 | $1.76M | Buy |
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