Constellation Wealth Advisors’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
2015
Q3
$2.34M Hold
2015
Q2
$2.42M Hold
2015
Q1
$2.51M Sell
2014
Q4
$2.58M Buy
2014
Q3
$2.2M Buy
2014
Q2
$1.16M Buy
2014
Q1
$510K Hold
2013
Q4
$497K Hold
2013
Q3
$462K Hold
2013
Q2
$446K Buy