First Western Capital 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 | – | Sell |
-6,745
| Closed | -$507K | – | 94 |
|
|
2015
Q4 | $507K | Hold |
6,745
| – | – | 0.16% | 94 |
|
|
2015
Q3 | $491K | Sell |
6,745
-712
| -10% | -$51.8K | 0.16% | 97 |
|
|
2015
Q2 | $560K | Sell |
7,457
-130
| -2% | -$9.76K | 0.18% | 101 |
|
|
2015
Q1 | $591K | Hold |
7,587
| – | – | 0.18% | 101 |
|
|
2014
Q4 | $602K | Hold |
7,587
| – | – | 0.18% | 107 |
|
|
2014
Q3 | $560K | Buy |
+7,587
| New | +$560K | 0.17% | 115 |
|