EWA
ERTS Wealth 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 |
-2,819
| Closed | -$298K | – | 81 |
|
|
2019
Q4 | $298K | Sell |
2,819
-540
| -16% | -$57.1K | 0.13% | 66 |
|
|
2019
Q3 | $342K | Sell |
3,359
-545
| -14% | -$55.5K | 0.17% | 59 |
|
|
2019
Q2 | $389K | Sell |
3,904
-100
| -2% | -$9.96K | 0.21% | 55 |
|
|
2019
Q1 | $393K | Sell |
4,004
-4,425
| -52% | -$434K | 0.23% | 57 |
|
|
2018
Q4 | $753K | Buy |
+8,429
| New | +$753K | 0.54% | 30 |
|