Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-399
| Closed | -$32K | – | 83 |
|
|
2020
Q2 | $32K | Buy |
399
+115
| +40% | +$9.22K | ﹤0.01% | 75 |
|
|
2020
Q1 | $21K | Buy |
+284
| New | +$21K | ﹤0.01% | 89 |
|
|
2019
Q4 | – | Sell |
-284
| Closed | -$29K | – | 101 |
|
|
2019
Q3 | $29K | Sell |
284
-40
| -12% | -$4.09K | ﹤0.01% | 98 |
|
|
2019
Q2 | $32K | Sell |
324
-2,146
| -87% | -$212K | ﹤0.01% | 97 |
|
|
2019
Q1 | $242K | Buy |
+2,470
| New | +$242K | 0.03% | 75 |
|