Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $129K | Sell |
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|
2020
Q2 | $838K | Buy |
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|
2020
Q1 | $752K | Sell |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $903K | Sell |
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|
2019
Q1 | $926K | Sell |
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|
2018
Q4 | $850K | Sell |
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|
2018
Q3 | $993K | Sell |
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|
2018
Q2 | $984K | Sell |
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|
2018
Q1 | $977K | Buy |
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|
2017
Q4 | $391K | Buy |
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