Meridian Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7,049
| Closed | -$202K | – | 637 |
|
2024
Q3 | $202K | Buy |
+7,049
| New | +$202K | 0.01% | 608 |
|
2024
Q2 | – | Sell |
-23,567
| Closed | -$617K | – | 350 |
|
2024
Q1 | $617K | Sell |
23,567
-25,802
| -52% | -$675K | 0.1% | 124 |
|
2023
Q4 | $1.31M | Buy |
+49,369
| New | +$1.31M | 0.08% | 222 |
|
2019
Q2 | – | Sell |
-24,057
| Closed | -$967K | – | 539 |
|
2019
Q1 | $967K | Buy |
24,057
+1,398
| +6% | +$56.2K | 0.44% | 46 |
|
2018
Q4 | $848K | Buy |
+22,659
| New | +$848K | 0.5% | 46 |
|