Fulcrum Capital’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
Q2 | – | Sell |
-5,492
| Closed | -$539K | – | 64 |
|
|
2019
Q1 | $539K | Sell |
5,492
-1,400
| -20% | -$137K | 0.2% | 44 |
|
|
2018
Q4 | $616K | Sell |
6,892
-100
| -1% | -$8.94K | 0.28% | 44 |
|
|
2018
Q3 | $698K | Sell |
6,992
-1,608
| -19% | -$161K | 0.27% | 46 |
|
|
2018
Q2 | $841K | Sell |
8,600
-2,040
| -19% | -$199K | 0.4% | 40 |
|
|
2018
Q1 | $1.01M | Sell |
10,640
-1,400
| -12% | -$133K | 0.33% | 46 |
|
|
2017
Q4 | $1.19M | Buy |
+12,040
| New | +$1.19M | 0.38% | 45 |
|