Gyroscope Capital Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,588
| Closed | -$767K | – | 126 |
|
|
2018
Q4 | $767K | Buy |
8,588
+877
| +11% | +$78.3K | 0.29% | 66 |
|
|
2018
Q3 | $773K | Buy |
7,711
+1,011
| +15% | +$101K | 0.32% | 49 |
|
|
2018
Q2 | $655K | Buy |
6,700
+188
| +3% | +$18.4K | 0.29% | 52 |
|
|
2018
Q1 | $619K | Buy |
6,512
+514
| +9% | +$48.9K | 0.29% | 49 |
|
|
2017
Q4 | $591K | Sell |
5,998
-60
| -1% | -$5.91K | 0.27% | 54 |
|
|
2017
Q3 | $567K | Buy |
6,058
+98
| +2% | +$9.17K | 0.29% | 50 |
|
|
2017
Q2 | $550K | Sell |
5,960
-3,818
| -39% | -$352K | 0.27% | 55 |
|
|
2017
Q1 | $891K | Buy |
9,778
+749
| +8% | +$68.3K | 0.54% | 40 |
|
|
2016
Q4 | $800K | Sell |
9,029
-726
| -7% | -$64.3K | 0.53% | 39 |
|
|
2016
Q3 | $836K | Buy |
+9,755
| New | +$836K | 0.62% | 37 |
|