GenWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,237
| Closed | -$215K | – | 69 |
|
|
2020
Q4 | $215K | Buy |
+2,237
| New | +$215K | 0.07% | 67 |
|
|
2020
Q1 | – | Sell |
-2,237
| Closed | -$236K | – | 59 |
|
|
2019
Q4 | $236K | Hold |
2,237
| – | – | 0.09% | 61 |
|
|
2019
Q3 | $228K | Sell |
2,237
-928
| -29% | -$94.6K | 0.09% | 60 |
|
|
2019
Q2 | $315K | Hold |
3,165
| – | – | 0.13% | 54 |
|
|
2019
Q1 | $314K | Buy |
3,165
+535
| +20% | +$53.1K | 0.14% | 51 |
|
|
2018
Q4 | $234K | Hold |
2,630
| – | – | 0.12% | 55 |
|
|
2018
Q3 | $263K | Sell |
2,630
-122
| -4% | -$12.2K | 0.12% | 56 |
|
|
2018
Q2 | $269K | Sell |
2,752
-102
| -4% | -$9.97K | 0.13% | 53 |
|
|
2018
Q1 | $271K | Hold |
2,854
| – | – | 0.14% | 52 |
|
|
2017
Q4 | $288K | Buy |
+2,854
| New | +$288K | 0.14% | 53 |
|