Convergent Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Convergent Wealth Advisors’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$457K	Buy
2015 Q2	$469K	Buy
2015 Q1	$484K	Buy
2014 Q4	–	Sell
2014 Q3	$368K	Buy
2014 Q2	$381K	Buy
2014 Q1	$359K	Hold
2013 Q4	$349K	Buy
2013 Q3	$320K	Buy