Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.44M | Buy |
30,690
+1,071
| +4% | +$85K | 1.02% | 27 |
|
|
2014
Q3 | $2.19M | Buy |
29,619
+2,061
| +7% | +$152K | 0.91% | 30 |
|
|
2014
Q2 | $2.12M | Buy |
27,558
+3,711
| +16% | +$286K | 0.93% | 28 |
|
|
2014
Q1 | $1.75M | Buy |
23,847
+5,890
| +33% | +$432K | 0.85% | 33 |
|
|
2013
Q4 | $1.28M | Sell |
17,957
-795
| -4% | -$56.7K | 0.75% | 36 |
|
|
2013
Q3 | $1.24M | Buy |
18,752
+1,300
| +7% | +$86.2K | 0.75% | 36 |
|
|
2013
Q2 | $1.12M | Buy |
+17,452
| New | +$1.12M | 0.71% | 33 |
|