Paradigm Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q3 | $302K | Buy |
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|
2019
Q2 | $284K | Sell |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $258K | Sell |
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|
2018
Q3 | $325K | Hold |
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|
2018
Q2 | $319K | Sell |
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|
2018
Q1 | $360K | Buy |
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|
2017
Q4 | $364K | Buy |
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|
2017
Q3 | $346K | Sell |
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|
2017
Q2 | $351K | Buy |
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|
2017
Q1 | $346K | Buy |
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|
2016
Q4 | $336K | Buy |
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|
2016
Q3 | $325K | Sell |
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|
2016
Q2 | $336K | Sell |
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|
2016
Q1 | $365K | Sell |
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|
2015
Q4 | $405K | Sell |
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|
2015
Q3 | $428K | Sell |
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|
2015
Q2 | $465K | Sell |
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|
2015
Q1 | $497K | Buy |
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|
2014
Q4 | $484K | Sell |
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|
2014
Q3 | $478K | Sell |
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|
2014
Q2 | $510K | Sell |
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|
2014
Q1 | $516K | Sell |
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|
2013
Q4 | $516K | Buy |
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