Pacific Wealth Strategies Group’s iShares Asia/Pacific Dividend ETF DVYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,230
| Closed | -$453K | – | 80 |
|
|
2021
Q4 | $453K | Hold |
12,230
| – | – | 0.16% | 66 |
|
|
2021
Q3 | $459K | Hold |
12,230
| – | – | 0.17% | 70 |
|
|
2021
Q2 | $496K | Buy |
12,230
+5,730
| +88% | +$232K | 0.19% | 70 |
|
|
2021
Q1 | $265K | Hold |
6,500
| – | – | 0.11% | 76 |
|
|
2020
Q4 | $257K | Buy |
+6,500
| New | +$257K | 0.11% | 76 |
|