Peachtree Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $590K | Hold |
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|
2018
Q3 | $659K | Hold |
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|
2018
Q2 | $646K | Sell |
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|
2018
Q1 | $640K | Sell |
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|
2017
Q4 | $746K | Sell |
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|
2017
Q3 | $803K | Hold |
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|
2017
Q2 | $790K | Sell |
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|
2017
Q1 | $822K | Buy |
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|
2016
Q4 | $771K | Hold |
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|
2016
Q3 | $746K | Hold |
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|
2016
Q2 | $743K | Sell |
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|
2016
Q1 | $1.13M | Hold |
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|
2015
Q4 | $1.03M | Hold |
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|
2015
Q3 | $1M | Sell |
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|
2015
Q2 | $1.05M | Sell |
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|
2015
Q1 | $1.11M | Sell |
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|
2014
Q4 | $1.15M | Sell |
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|
2014
Q3 | $1.08M | Sell |
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|
2014
Q2 | $1.3M | Sell |
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|
2014
Q1 | $1.31M | Sell |
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|
2013
Q4 | $1.29M | Buy |
|