Legacy Wealth Planning’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
Q3 | $607K | Sell |
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|
2022
Q2 | $679K | Buy |
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|
2022
Q1 | $681K | Buy |
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|
2021
Q4 | $264K | Sell |
|
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $281K | Hold |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $210K | Buy |
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|
2019
Q4 | $300K | Buy |
|