Dynasty Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,444
Closed -$344K 28
2018
Q3
$344K Sell
3,444
-12
-0.3% -$1.2K 0.44% 56
2018
Q2
$338K Hold
3,456
0.7% 38
2018
Q1
$329K Sell
3,456
-278
-7% -$26.5K 0.14% 39
2017
Q4
$368K Buy
+3,734
New +$368K 0.64% 49