Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-527
| Closed | -$61K | – | 416 |
|
|
2021
Q3 | $61K | Buy |
527
+3
| +0.6% | +$347 | 0.02% | 382 |
|
|
2021
Q2 | $61K | Buy |
524
+7
| +1% | +$815 | 0.02% | 282 |
|
|
2021
Q1 | $50K | Hold |
517
| – | – | 0.02% | 280 |
|
|
2020
Q4 | $50K | Buy |
517
+2
| +0.4% | +$193 | 0.02% | 277 |
|
|
2020
Q3 | $42K | Buy |
515
+5
| +1% | +$408 | 0.02% | 260 |
|
|
2020
Q2 | $41K | Buy |
510
+3
| +0.6% | +$241 | 0.03% | 252 |
|
|
2020
Q1 | $37K | Buy |
507
+5
| +1% | +$365 | 0.03% | 248 |
|
|
2019
Q4 | $53K | Buy |
502
+3
| +0.6% | +$317 | 0.04% | 232 |
|
|
2019
Q3 | $51K | Buy |
499
+353
| +242% | +$36.1K | 0.05% | 225 |
|
|
2019
Q2 | $15K | Hold |
146
| – | – | 0.01% | 452 |
|
|
2019
Q1 | $14K | Hold |
146
| – | – | 0.01% | 385 |
|
|
2018
Q4 | $13K | Buy |
+146
| New | +$13K | 0.01% | 384 |
|