Evolution Wealth Advisors’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
2019
Q4
Hold
0
639
2019
Q3
Sell
-1,600
Closed -$159K 510
2019
Q2
$159K Hold
1,600
0.07% 49
2019
Q1
$157K Hold
1,600
0.07% 49
2018
Q4
$143K Buy
+1,600
New +$143K 0.07% 63