DA
Doliver Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,051
| Closed | -$217K | – | 174 |
|
|
2019
Q4 | $217K | Hold |
2,051
| – | – | 0.09% | 102 |
|
|
2019
Q3 | $207K | Hold |
2,051
| – | – | 0.08% | 105 |
|
|
2019
Q2 | $204K | Sell |
2,051
-500
| -20% | -$49.7K | 0.08% | 110 |
|
|
2019
Q1 | $250K | Hold |
2,551
| – | – | 0.1% | 84 |
|
|
2018
Q4 | $228K | Hold |
2,551
| – | – | 0.11% | 110 |
|
|
2018
Q3 | $254K | Hold |
2,551
| – | – | 0.1% | 124 |
|
|
2018
Q2 | $249K | Hold |
2,551
| – | – | 0.1% | 152 |
|
|
2018
Q1 | $243K | Buy |
+2,551
| New | +$243K | 0.11% | 192 |
|