Lenox Wealth Advisors’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
Q1 | $955K | Buy |
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|
2021
Q4 | $885K | Buy |
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|
2021
Q3 | $819K | Buy |
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|
2021
Q2 | $681K | Buy |
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|
2021
Q1 | $658K | Sell |
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|
2020
Q4 | $661K | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $179K | Hold |
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|
2020
Q1 | $163K | Buy |
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|
2019
Q4 | $203K | Hold |
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|
2019
Q3 | $196K | Hold |
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|
2019
Q2 | $191K | Hold |
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|
2019
Q1 | $189K | Hold |
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|
2018
Q4 | $172K | Hold |
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|
2018
Q3 | $192K | Hold |
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|
2018
Q2 | $188K | Hold |
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|
2018
Q1 | $183K | Hold |
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|
2017
Q4 | $190K | Hold |
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|
2017
Q3 | $180K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $29K | Buy |
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