Gupta Wealth Management’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
2016
Q1
$2.05M Buy
25,049
+1,885
+8% +$154K 0.48% 49
2015
Q4
$1.74M Buy
23,164
+1,343
+6% +$101K 0.44% 53
2015
Q3
$1.59M Sell
21,821
-3,181
-13% -$231K 0.39% 62
2015
Q2
$1.88M Sell
25,002
-5,754
-19% -$432K 0.46% 55
2015
Q1
$2.4M Buy
+30,756
New +$2.4M 0.7% 39