Newport Wealth Strategies’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $251K | Buy |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $445K | Buy |
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|
2019
Q3 | $434K | Hold |
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|
2019
Q2 | $426K | Sell |
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|
2019
Q1 | $462K | Buy |
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|
2018
Q4 | $381K | Hold |
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|
2018
Q3 | $398K | Hold |
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|
2018
Q2 | $406K | Sell |
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|
2018
Q1 | $513K | Sell |
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|
2017
Q4 | $571K | Buy |
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