Jacobus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $473K | Hold |
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|
2016
Q3 | $458K | Hold |
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|
2016
Q2 | $455K | Hold |
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|
2016
Q1 | $436K | Hold |
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|
2015
Q4 | $401K | Hold |
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|
2015
Q3 | $388K | Hold |
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|
2015
Q2 | $401K | Hold |
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|
2015
Q1 | $416K | Hold |
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|
2014
Q4 | $424K | Hold |
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|
2014
Q3 | $394K | Hold |
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|
2014
Q2 | $411K | Hold |
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|
2014
Q1 | $392K | Hold |
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|
2013
Q4 | $381K | Sell |
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|
2013
Q3 | $919K | Hold |
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|
2013
Q2 | $887K | Buy |
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