Emerson Investment Management’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
2016
Q1
$388K Buy
2015
Q4
$299K Hold
2015
Q3
$289K Hold
2015
Q2
$299K Hold
2015
Q1
$310K Hold
2014
Q4
$316K Hold
2014
Q3
$294K Hold
2014
Q2
$306K Buy
2014
Q1
$290K Hold
2013
Q4
$282K Hold
2013
Q3
$262K Buy