Paul John Balson’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
Q4
$1.44M Buy
14,982
+40
+0.3% +$3.85K 0.3% 24
2020
Q3
$1.22M Sell
14,942
-4,002
-21% -$326K 0.3% 23
2020
Q2
$1.53M Buy
18,944
+133
+0.7% +$10.7K 0.58% 18
2020
Q1
$1.38M Buy
+18,811
New +$1.38M 0.74% 18