GWA
Guidant Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-336
| Closed | -$31K | – | 194 |
|
|
2017
Q3 | $31K | Hold |
336
| – | – | 0.02% | 92 |
|
|
2017
Q2 | $30K | Hold |
336
| – | – | 0.02% | 134 |
|
|
2017
Q1 | $30K | Buy |
+336
| New | +$30K | 0.02% | 126 |
|
|
2016
Q4 | – | Sell |
-229
| Closed | -$19K | – | 206 |
|
|
2016
Q3 | $19K | Buy |
+229
| New | +$19K | 0.01% | 122 |
|