KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.7M | Buy |
36,482
+2,306
| +7% | +$170K | 0.38% | 62 |
|
|
2014
Q2 | $2.63M | Buy |
34,176
+8,281
| +32% | +$637K | 0.38% | 64 |
|
|
2014
Q1 | $1.9M | Buy |
25,895
+5,101
| +25% | +$374K | 0.3% | 80 |
|
|
2013
Q4 | $1.48M | Buy |
20,794
+2,143
| +11% | +$153K | 0.25% | 97 |
|
|
2013
Q3 | $1.24M | Buy |
18,651
+5,381
| +41% | +$357K | 0.3% | 75 |
|
|
2013
Q2 | $849K | Buy |
+13,270
| New | +$849K | 0.24% | 106 |
|