Lake Point Wealth Management’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
Q2 | $32K | Sell |
270
-4
| -1% | -$474 | 0.02% | 87 |
|
|
2022
Q1 | $35K | Sell |
274
-180
| -40% | -$23K | 0.02% | 78 |
|
|
2021
Q4 | $56K | Buy |
454
+180
| +66% | +$22.2K | 0.02% | 68 |
|
|
2021
Q3 | $31K | Hold |
274
| – | – | 0.01% | 83 |
|
|
2021
Q2 | $32K | Buy |
+274
| New | +$32K | 0.01% | 88 |
|
|
2020
Q1 | $8K | Sell |
111
-401
| -78% | -$28.9K | 0.01% | 119 |
|
|
2019
Q4 | $54K | Buy |
+512
| New | +$54K | 0.02% | 114 |
|
|
2019
Q2 | $113K | Hold |
1,133
| – | – | 0.04% | 68 |
|
|
2019
Q1 | $113K | Sell |
1,133
-37,149
| -97% | -$3.71M | 0.04% | 68 |
|
|
2018
Q4 | $3.42M | Buy |
+38,282
| New | +$3.42M | 1.28% | 18 |
|