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Great Diamond Partners’s iShares Select Dividend ETF DVY Stock Holding History

Great Diamond Partners’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-900
Closed -$95K – 258
2019
Q4 		$95K Buy
+900
New +$92.7K 0.04% 229

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Great Diamond Partners's DVY Position: Q1 2020 in Review

Great Diamond Partners sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 900 shares — an estimated $95K sold.

Great Diamond Partners first reported a position in DVY in Q4 2019 and held it in 1 quarter. The position peaked at $95K in Q4 2019. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

  • Great Diamond Partners reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 900 iShares Select Dividend ETF shares in Q1 2020, an estimated $95K.
  • Great Diamond Partners first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's iShares Select Dividend ETF position peaked at $95K in Q4 2019.
  • 912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.