LBA Wealth Management’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
2017
Q1
$33K Hold
2016
Q4
$32K Hold
2016
Q3
$31K Buy
2016
Q2
$8K Sell
2016
Q1
$11K Hold
2015
Q4
$11K Hold
2015
Q3
$10K Hold
2015
Q2
$11K Sell
2015
Q1
$18K Buy