JRM Investment Counsel’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
Sell
-2,300
Closed -$227K 33
2017
Q4
$227K Hold
2,300
0.17% 33
2017
Q3
$215K Buy
+2,300
New +$215K 0.17% 32