INR Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-300
Closed -$23K 31
2015
Q2
$23K Buy
+300
New +$23.4K ﹤0.01% 27

Other funds holding DVY

INR Advisory Services's DVY Position: Q3 2015 in Review

INR Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q3 2015, closing a stake of 300 shares — an estimated $23K sold.

INR Advisory Services first reported a position in DVY in Q2 2015 and held it in 1 quarter. The position peaked at $23K in Q2 2015. 563 funds tracked by Wall St. Rank hold DVY as of Q3 2015.

  • INR Advisory Services reported no remaining iShares Select Dividend ETF position as of Q3 2015 after selling out during the quarter.
  • INR Advisory Services sold 300 iShares Select Dividend ETF shares in Q3 2015, an estimated $23K.
  • INR Advisory Services first reported a position in iShares Select Dividend ETF in Q2 2015 and held it in 1 quarter.
  • INR Advisory Services's iShares Select Dividend ETF position peaked at $23K in Q2 2015.
  • 563 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2015.

Based on INR Advisory Services's 13F filing for Q3 2015, filed 12 Nov 2015.