Monument Capital 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
Q2
Sell
-22,252
Closed -$2.54M 143
2021
Q1
$2.54M Buy
22,252
+184
+0.8% +$21K 1.02% 34
2020
Q4
$2.12M Buy
22,068
+2,262
+11% +$218K 0.98% 56
2020
Q3
$1.62M Buy
19,806
+2,945
+17% +$240K 0.85% 62
2020
Q2
$1.36M Buy
+16,861
New +$1.36M 0.8% 59