Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.77M | Sell |
15,407
-31
| -0.2% | -$3.56K | 0.12% | 152 |
|
|
2021
Q2 | $1.8M | Buy |
15,438
+1,032
| +7% | +$120K | 0.12% | 155 |
|
|
2021
Q1 | $1.64M | Sell |
14,406
-943
| -6% | -$108K | 0.12% | 154 |
|
|
2020
Q4 | $1.48M | Buy |
15,349
+2,465
| +19% | +$237K | 0.11% | 163 |
|
|
2020
Q3 | $1.17M | Sell |
12,884
-3,337
| -21% | -$304K | 0.1% | 185 |
|
|
2020
Q2 | $1.31M | Sell |
16,221
-3,531
| -18% | -$285K | 0.13% | 145 |
|
|
2020
Q1 | $1.45M | Buy |
19,752
+2,620
| +15% | +$193K | 0.17% | 116 |
|
|
2019
Q4 | $1.81M | Buy |
17,132
+125
| +0.7% | +$13.2K | 0.17% | 124 |
|
|
2019
Q3 | $1.73M | Sell |
17,007
-3,234
| -16% | -$330K | 0.19% | 107 |
|
|
2019
Q2 | $2.02M | Sell |
20,241
-1,438
| -7% | -$143K | 0.21% | 106 |
|
|
2019
Q1 | $2.13M | Sell |
21,679
-1,495
| -6% | -$147K | 0.23% | 86 |
|
|
2018
Q4 | $2.07M | Buy |
+23,174
| New | +$2.07M | 0.26% | 86 |
|