Paul John Balson’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Paul John Balson's DVY Position: Q4 2020 in Review
Paul John Balson increased its iShares Select Dividend ETF (DVY) stake by 0.27% in Q4 2020, buying an estimated $3.63K and bringing the position to 14,982 shares worth $1.44M. The position accounts for 0.3% of the portfolio, ranked #24.
Paul John Balson first reported a position in DVY in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.53M in Q2 2020. 964 funds tracked by Wall St. Rank hold DVY as of Q4 2020.
- Paul John Balson held 14,982 shares of iShares Select Dividend ETF worth $1.44M as of Q4 2020.
- Paul John Balson bought 40 iShares Select Dividend ETF shares in Q4 2020, an estimated $3.63K.
- iShares Select Dividend ETF made up 0.3% of Paul John Balson's portfolio in Q4 2020, its #24 holding.
- Paul John Balson first reported a position in iShares Select Dividend ETF in Q1 2020 and has held it in 4 quarters since.
- Paul John Balson's iShares Select Dividend ETF position peaked at $1.53M in Q2 2020.
- 964 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2020.
Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.