Emerson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $388K | Buy |
4,746
+771
| +19% | +$63K | 0.07% | 108 |
|
|
2015
Q4 | $299K | Hold |
3,975
| – | – | 0.06% | 116 |
|
|
2015
Q3 | $289K | Hold |
3,975
| – | – | 0.06% | 117 |
|
|
2015
Q2 | $299K | Hold |
3,975
| – | – | 0.06% | 124 |
|
|
2015
Q1 | $310K | Hold |
3,975
| – | – | 0.06% | 127 |
|
|
2014
Q4 | $316K | Hold |
3,975
| – | – | 0.06% | 128 |
|
|
2014
Q3 | $294K | Hold |
3,975
| – | – | 0.06% | 135 |
|
|
2014
Q2 | $306K | Buy |
3,975
+22
| +0.6% | +$1.69K | 0.06% | 133 |
|
|
2014
Q1 | $290K | Hold |
3,953
| – | – | 0.06% | 128 |
|
|
2013
Q4 | $282K | Hold |
3,953
| – | – | 0.06% | 129 |
|
|
2013
Q3 | $262K | Buy |
+3,953
| New | +$262K | 0.06% | 126 |
|