Northwest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,080
| Closed | -$106K | – | 209 |
|
|
2019
Q1 | $106K | Hold |
1,080
| – | – | 0.08% | 156 |
|
|
2018
Q4 | $96K | Sell |
1,080
-700
| -39% | -$62.2K | 0.08% | 149 |
|
|
2018
Q3 | $178K | Sell |
1,780
-400
| -18% | -$40K | 0.13% | 117 |
|
|
2018
Q2 | $213K | Hold |
2,180
| – | – | 0.16% | 103 |
|
|
2018
Q1 | $208K | Buy |
+2,180
| New | +$208K | 0.15% | 105 |
|