MWR
McAdams Wright Ragen’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $291K | Sell |
3,949
-298
| -7% | -$22K | 0.02% | 343 |
|
|
2014
Q2 | $326K | Buy |
4,247
+59
| +1% | +$4.53K | 0.02% | 312 |
|
|
2014
Q1 | $307K | Sell |
4,188
-308
| -7% | -$22.6K | 0.02% | 297 |
|
|
2013
Q4 | $320K | Sell |
4,496
-739
| -14% | -$52.6K | 0.02% | 284 |
|
|
2013
Q3 | $347K | Sell |
5,235
-301
| -5% | -$20K | 0.03% | 256 |
|
|
2013
Q2 | $354K | Buy |
+5,536
| New | +$354K | 0.03% | 249 |
|