OFA
Oak Family Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,815
| Closed | -$615K | – | 132 |
|
|
2022
Q1 | $615K | Sell |
18,815
-1,450
| -7% | -$47.4K | 0.24% | 73 |
|
|
2021
Q4 | $780K | Sell |
20,265
-10,305
| -34% | -$397K | 0.29% | 64 |
|
|
2021
Q3 | $1.19M | Sell |
30,570
-49,532
| -62% | -$1.93M | 0.43% | 44 |
|
|
2021
Q2 | $3.11M | Buy |
80,102
+4,391
| +6% | +$171K | 1.3% | 19 |
|
|
2021
Q1 | $2.97M | Buy |
75,711
+44,075
| +139% | +$1.73M | 1.29% | 16 |
|
|
2020
Q4 | $1.18M | Buy |
+31,636
| New | +$1.18M | 0.61% | 40 |
|