Huntington Steele’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 | $4.12M | Hold |
43,303
| – | – | 1.06% | 19 |
|
|
2017
Q4 | $4.27M | Buy |
43,303
+2,181
| +5% | +$215K | 1.16% | 19 |
|
|
2017
Q3 | $3.85M | Buy |
41,122
+2,175
| +6% | +$204K | 1.14% | 19 |
|
|
2017
Q2 | $3.59M | Hold |
38,947
| – | – | 1.08% | 21 |
|
|
2017
Q1 | $3.55M | Sell |
38,947
-345
| -0.9% | -$31.4K | 1.1% | 21 |
|
|
2016
Q4 | $3.48M | Buy |
39,292
+4,576
| +13% | +$405K | 1.16% | 21 |
|
|
2016
Q3 | $2.98M | Buy |
+34,716
| New | +$2.98M | 1% | 22 |
|