FSB Premier Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-990
| Closed | -$121K | – | 246 |
|
|
2021
Q4 | $121K | Sell |
990
-1,750
| -64% | -$214K | 0.05% | 166 |
|
|
2021
Q3 | $314K | Hold |
2,740
| – | – | 0.16% | 88 |
|
|
2021
Q2 | $319K | Hold |
2,740
| – | – | 0.16% | 83 |
|
|
2021
Q1 | $312K | Hold |
2,740
| – | – | 0.17% | 83 |
|
|
2020
Q4 | $263K | Buy |
+2,740
| New | +$263K | 0.14% | 89 |
|