IWAG
Integer Wealth Advisors Group’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.13M | Sell |
18,441
-2,140
| -10% | -$247K | 1.16% | 26 |
|
|
2020
Q4 | $2.05M | Sell |
20,581
-229
| -1% | -$22.8K | 1.35% | 23 |
|
|
2020
Q3 | $1.7M | Buy |
20,810
+38
| +0.2% | +$3.1K | 1.56% | 20 |
|
|
2020
Q2 | $1.61M | Buy |
20,772
+209
| +1% | +$16.2K | 1.65% | 20 |
|
|
2020
Q1 | $1.63M | Buy |
20,563
+2,961
| +17% | +$235K | 1.85% | 18 |
|
|
2019
Q4 | $1.85M | Buy |
+17,602
| New | +$1.85M | 1.83% | 19 |
|