FundX Investment Group’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
Q1 | – | Sell |
-45,949
| Closed | -$4.1M | – | 51 |
|
|
2018
Q4 | $4.1M | Buy |
+45,949
| New | +$4.1M | 1.53% | 17 |
|
|
2017
Q2 | – | Sell |
-14,814
| Closed | -$1.35M | – | 42 |
|
|
2017
Q1 | $1.35M | Sell |
14,814
-490,850
| -97% | -$44.7M | 0.57% | 23 |
|
|
2016
Q4 | $44.8M | Sell |
505,664
-31,800
| -6% | -$2.82M | 15.68% | 1 |
|
|
2016
Q3 | $46.1M | Sell |
537,464
-2,611
| -0.5% | -$224K | 11.78% | 1 |
|
|
2016
Q2 | $46.1M | Buy |
540,075
+29,633
| +6% | +$2.53M | 11.51% | 2 |
|
|
2016
Q1 | $41.7M | Buy |
+510,442
| New | +$41.7M | 10.38% | 3 |
|