DPA
Delphi Private Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-33
| Closed | -$3K | – | 75 |
|
|
2018
Q2 | $3K | Hold |
33
| – | – | 0.01% | 78 |
|
|
2018
Q1 | $3K | Sell |
33
-199
| -86% | -$18.1K | 0.01% | 74 |
|
|
2017
Q4 | $23K | Buy |
232
+71
| +44% | +$7.04K | 0.06% | 104 |
|
|
2017
Q3 | $15K | Hold |
161
| – | – | 0.04% | 64 |
|
|
2017
Q2 | $15K | Hold |
161
| – | – | 0.03% | 82 |
|
|
2017
Q1 | $15K | Hold |
161
| – | – | 0.03% | 67 |
|
|
2016
Q4 | $14K | Hold |
161
| – | – | 0.02% | 86 |
|
|
2016
Q3 | $14K | Hold |
161
| – | – | 0.02% | 87 |
|
|
2016
Q2 | $14K | Hold |
161
| – | – | 0.03% | 119 |
|
|
2016
Q1 | $13K | Sell |
161
-36
| -18% | -$2.91K | 0.02% | 127 |
|
|
2015
Q4 | $15K | Buy |
+197
| New | +$15K | 0.03% | 124 |
|