Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $52.3K | Buy |
434
+284
| +189% | +$34.3K | 0.01% | 492 |
|
|
2022
Q3 | $16K | Hold |
150
| – | – | 0.01% | 574 |
|
|
2022
Q2 | $17.7K | Hold |
150
| – | – | 0.01% | 560 |
|
|
2022
Q1 | $19K | Buy |
+150
| New | +$19K | 0.01% | 609 |
|
|
2021
Q3 | $17K | Hold |
150
| – | – | 0.01% | 578 |
|
|
2021
Q2 | $17K | Sell |
150
-104
| -41% | -$11.8K | 0.01% | 582 |
|
|
2021
Q1 | $29K | Buy |
+254
| New | +$29K | 0.02% | 448 |
|