Petix & Botte Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,922
| Closed | -$374K | – | 80 |
|
|
2022
Q1 | $374K | Sell |
2,922
-609
| -17% | -$77.9K | 0.12% | 78 |
|
|
2021
Q4 | $433K | Sell |
3,531
-3,531
| -50% | -$433K | 0.28% | 53 |
|
|
2021
Q3 | $809K | Buy |
7,062
+3,511
| +99% | +$402K | 0.27% | 55 |
|
|
2021
Q2 | $414K | Hold |
3,551
| – | – | 0.29% | 57 |
|
|
2021
Q1 | $405K | Hold |
3,551
| – | – | 0.3% | 59 |
|
|
2020
Q4 | $342K | Hold |
3,551
| – | – | 0.26% | 62 |
|
|
2020
Q3 | $289K | Sell |
3,551
-3,621
| -50% | -$295K | 0.23% | 63 |
|
|
2020
Q2 | $289K | Buy |
7,172
+3,286
| +85% | +$132K | 0.24% | 61 |
|
|
2020
Q1 | $286K | Sell |
3,886
-450
| -10% | -$33.1K | 0.28% | 58 |
|
|
2019
Q4 | $460K | Buy |
+4,336
| New | +$460K | 0.36% | 52 |
|