Outlook Wealth Advisors’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
2020
Q1
Sell
-8,641
Closed -$913K 160
2019
Q4
$913K Sell
8,641
-2,648
-23% -$280K 0.51% 40
2019
Q3
$1.15M Sell
11,289
-580
-5% -$59.1K 0.69% 37
2019
Q2
$1.18M Buy
11,869
+3,671
+45% +$365K 0.78% 34
2019
Q1
$805K Buy
+8,198
New +$805K 0.66% 40