Laurel Wealth Advisors (California)’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.3M | Sell |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $1.3M | Sell |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $285K | Hold |
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $286K | Hold |
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|
2017
Q4 | $297K | Buy |
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|
2017
Q3 | $219K | Hold |
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|
2017
Q2 | $215K | Buy |
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|
2017
Q1 | $211K | Buy |
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|
2016
Q4 | $204K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $281K | Hold |
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|
2015
Q4 | $259K | Buy |
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