LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $33K | Hold |
366
| – | – | 0.02% | 233 |
|
|
2016
Q4 | $32K | Hold |
366
| – | – | 0.02% | 225 |
|
|
2016
Q3 | $31K | Buy |
366
+276
| +307% | +$23.4K | 0.02% | 238 |
|
|
2016
Q2 | $8K | Sell |
90
-50
| -36% | -$4.44K | ﹤0.01% | 319 |
|
|
2016
Q1 | $11K | Hold |
140
| – | – | 0.01% | 291 |
|
|
2015
Q4 | $11K | Hold |
140
| – | – | 0.01% | 283 |
|
|
2015
Q3 | $10K | Hold |
140
| – | – | 0.01% | 256 |
|
|
2015
Q2 | $11K | Sell |
140
-90
| -39% | -$7.07K | 0.01% | 237 |
|
|
2015
Q1 | $18K | Buy |
+230
| New | +$18K | 0.01% | 211 |
|