MFM
Mirsky Financial Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $331K | Hold |
2,701
| – | – | 0.14% | 43 |
|
|
2021
Q3 | $310K | Sell |
2,701
-2,701
| -50% | -$310K | 0.14% | 38 |
|
|
2021
Q2 | $630K | Buy |
5,402
+2,701
| +100% | +$315K | 0.28% | 31 |
|
|
2021
Q1 | $308K | Sell |
2,701
-1,276
| -32% | -$146K | 0.14% | 38 |
|
|
2020
Q4 | $383K | Hold |
3,977
| – | – | 0.2% | 33 |
|
|
2020
Q3 | $324K | Hold |
3,977
| – | – | 0.18% | 32 |
|
|
2020
Q2 | $321K | Hold |
3,977
| – | – | 0.19% | 31 |
|
|
2020
Q1 | $292K | Hold |
3,977
| – | – | 0.21% | 29 |
|
|
2019
Q4 | $420K | Hold |
3,977
| – | – | 0.27% | 30 |
|
|
2019
Q3 | $405K | Hold |
3,977
| – | – | 0.29% | 27 |
|
|
2019
Q2 | $396K | Hold |
3,977
| – | – | 0.3% | 28 |
|
|
2019
Q1 | $390K | Hold |
3,977
| – | – | 0.3% | 28 |
|
|
2018
Q4 | $355K | Buy |
+3,977
| New | +$355K | 0.31% | 26 |
|