Kavar Capital Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-997
| Closed | -$99K | – | 221 |
|
|
2019
Q2 | $99K | Buy |
+997
| New | +$99K | 0.04% | 166 |
|
|
2018
Q3 | – | Sell |
-997
| Closed | -$97K | – | 178 |
|
|
2018
Q2 | $97K | Hold |
997
| – | – | 0.05% | 145 |
|
|
2018
Q1 | $95K | Buy |
+997
| New | +$95K | 0.05% | 150 |
|
|
2016
Q1 | – | Sell |
-1,162
| Closed | -$87K | – | 165 |
|
|
2015
Q4 | $87K | Buy |
1,162
+125
| +12% | +$9.36K | 0.06% | 137 |
|
|
2015
Q3 | $75K | Buy |
1,037
+40
| +4% | +$2.89K | 0.05% | 151 |
|
|
2015
Q2 | $74K | Buy |
+997
| New | +$74K | 0.05% | 160 |
|
|
2014
Q2 | – | Sell |
-1,577
| Closed | -$115K | – | 205 |
|
|
2014
Q1 | $115K | Hold |
1,577
| – | – | 0.1% | 150 |
|
|
2013
Q4 | $112K | Buy |
+1,577
| New | +$112K | 0.1% | 144 |
|