Keystone Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $247K | Sell |
1,927
-163
| -8% | -$20.9K | 0.12% | 22 |
|
|
2021
Q4 | $256K | Sell |
2,090
-19
| -0.9% | -$2.33K | 0.11% | 28 |
|
|
2021
Q3 | $242K | Sell |
2,109
-64
| -3% | -$7.34K | 0.13% | 23 |
|
|
2021
Q2 | $253K | Hold |
2,173
| – | – | 0.15% | 20 |
|
|
2021
Q1 | $248K | Sell |
2,173
-9
| -0.4% | -$1.03K | 0.17% | 21 |
|
|
2020
Q4 | $210K | Buy |
+2,182
| New | +$210K | 0.17% | 24 |
|