Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,746
| Closed | -$2.74M | – | 92 |
|
|
2022
Q4 | $2.74M | Sell |
22,746
-907
| -4% | -$109K | 2.25% | 15 |
|
|
2022
Q3 | $2.54M | Sell |
23,653
-1,006
| -4% | -$108K | 2.15% | 19 |
|
|
2022
Q2 | $2.9M | Buy |
+24,659
| New | +$2.9M | 2.34% | 9 |
|
|
2021
Q3 | – | Sell |
-22,785
| Closed | -$2.66M | – | 186 |
|
|
2021
Q2 | $2.66M | Buy |
+22,785
| New | +$2.66M | 0.99% | 24 |
|