Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $40K | Sell |
416
-118
| -22% | -$11.3K | 0.03% | 151 |
|
|
2017
Q4 | $53K | Buy |
534
+212
| +66% | +$21K | 0.03% | 141 |
|
|
2017
Q3 | $30K | Buy |
+322
| New | +$30K | 0.02% | 148 |
|
|
2017
Q2 | – | Sell |
-732
| Closed | -$66K | – | 248 |
|
|
2017
Q1 | $66K | Buy |
+732
| New | +$66K | 0.05% | 111 |
|
|
2016
Q4 | – | Sell |
-674
| Closed | -$57K | – | 237 |
|
|
2016
Q3 | $57K | Hold |
674
| – | – | 0.04% | 115 |
|
|
2016
Q2 | $57K | Buy |
674
+56
| +9% | +$4.74K | 0.05% | 100 |
|
|
2016
Q1 | $50K | Buy |
+618
| New | +$50K | 0.05% | 102 |
|