Maxim Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $606K | Sell |
7,257
-79,219
| -92% | -$6.62M | 0.54% | 24 |
|
|
2020
Q1 | $6.36M | Buy |
86,476
+16,495
| +24% | +$1.21M | 6.59% | 7 |
|
|
2019
Q4 | $6.25M | Sell |
69,981
-29,514
| -30% | -$2.64M | 6.46% | 5 |
|
|
2019
Q3 | $10.1M | Buy |
99,495
+10,228
| +11% | +$1.04M | 9.15% | 3 |
|
|
2019
Q2 | $8.89M | Buy |
89,267
+833
| +0.9% | +$82.9K | 8.32% | 4 |
|
|
2019
Q1 | $8.68M | Buy |
88,434
+18,453
| +26% | +$1.81M | 8.09% | 4 |
|
|
2018
Q4 | $6.25M | Buy |
+69,981
| New | +$6.25M | 6.46% | 5 |
|