KJWM
Kiley Juergens Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-550
| Closed | -$54K | – | 201 |
|
|
2018
Q3 | $54K | Sell |
550
-300
| -35% | -$29.5K | 0.04% | 228 |
|
|
2018
Q2 | $83K | Buy |
+850
| New | +$83K | 0.07% | 153 |
|
|
2018
Q1 | – | Sell |
-1,080
| Closed | -$106K | – | 222 |
|
|
2017
Q4 | $106K | Buy |
+1,080
| New | +$106K | 0.1% | 122 |
|