Lourd Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $320K | Hold |
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|
2018
Q3 | $357K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $348K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $306K | Hold |
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|
2015
Q3 | $296K | Hold |
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|
2015
Q2 | $306K | Sell |
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|
2015
Q1 | $403K | Buy |
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|
2014
Q4 | $278K | Hold |
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|
2014
Q3 | $259K | Hold |
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|
2014
Q2 | $270K | Buy |
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