Emery Howard Portfolio 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
2021
Q4
$480K Hold
3,912
0.06% 34
2021
Q3
$449K Hold
3,912
0.07% 34
2021
Q2
$456K Hold
3,912
0.07% 33
2021
Q1
$446K Sell
3,912
-282
-7% -$32.2K 0.07% 31
2020
Q4
$403K Buy
4,194
+157
+4% +$15.1K 0.07% 27
2020
Q3
$329K Sell
4,037
-186
-4% -$15.2K 0.07% 29
2020
Q2
$341K Buy
4,223
+90
+2% +$7.27K 0.07% 28
2020
Q1
$304K Hold
4,133
0.07% 30
2019
Q4
$437K Sell
4,133
-666
-14% -$70.4K 0.08% 29
2019
Q3
$489K Hold
4,799
0.1% 28
2019
Q2
$478K Buy
4,799
+42
+0.9% +$4.18K 0.1% 29
2019
Q1
$467K Sell
4,757
-66
-1% -$6.48K 0.1% 29
2018
Q4
$431K Buy
4,823
+82
+2% +$7.33K 0.1% 28
2018
Q3
$473K Sell
4,741
-108
-2% -$10.8K 0.1% 26
2018
Q2
$474K Buy
4,849
+146
+3% +$14.3K 0.1% 26
2018
Q1
$447K Buy
4,703
+38
+0.8% +$3.61K 0.1% 26
2017
Q4
$460K Buy
4,665
+73
+2% +$7.2K 0.1% 26
2017
Q3
$430K Sell
4,592
-29
-0.6% -$2.72K 0.1% 26
2017
Q2
$426K Hold
4,621
0.09% 26
2017
Q1
$421K Sell
4,621
-73
-2% -$6.65K 0.1% 27
2016
Q4
$416K Sell
4,694
-204
-4% -$18.1K 0.1% 28
2016
Q3
$420K Sell
4,898
-237
-5% -$20.3K 0.1% 27
2016
Q2
$438K Buy
5,135
+41
+0.8% +$3.5K 0.11% 27
2016
Q1
$416K Buy
5,094
+86
+2% +$7.02K 0.11% 27
2015
Q4
$376K Buy
5,008
+45
+0.9% +$3.38K 0.1% 27
2015
Q3
$361K Sell
4,963
-1,494
-23% -$109K 0.1% 28
2015
Q2
$485K Buy
6,457
+49
+0.8% +$3.68K 0.12% 28
2015
Q1
$499K Buy
6,408
+50
+0.8% +$3.89K 0.13% 28
2014
Q4
$505K Buy
6,358
+22
+0.3% +$1.75K 0.15% 26
2014
Q3
$468K Buy
6,336
+48
+0.8% +$3.55K 0.15% 26
2014
Q2
$484K Buy
6,288
+51
+0.8% +$3.93K 0.15% 26
2014
Q1
$457K Hold
6,237
0.15% 26
2013
Q4
$445K Buy
6,237
+96
+2% +$6.85K 0.15% 26
2013
Q3
$407K Buy
6,141
+51
+0.8% +$3.38K 0.15% 25
2013
Q2
$390K Buy
+6,090
New +$390K 0.15% 24