Meridian Wealth Advisors’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
2019
Q3
Sell
-2,665
Closed -$265K 156
2019
Q2
$265K Hold
2,665
0.18% 103
2019
Q1
$262K Sell
2,665
-1,550
-37% -$152K 0.19% 101
2018
Q4
$376K Buy
+4,215
New +$376K 0.29% 72