Professional Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $274K | Sell |
2,395
-175
| -7% | -$20K | 0.13% | 108 |
|
|
2021
Q2 | $299K | Buy |
2,570
+174
| +7% | +$20.2K | 0.14% | 102 |
|
|
2021
Q1 | $273K | Sell |
2,396
-69
| -3% | -$7.86K | 0.13% | 98 |
|
|
2020
Q4 | $237K | Buy |
+2,465
| New | +$237K | 0.1% | 123 |
|
|
2020
Q3 | – | Sell |
-3,763
| Closed | -$304K | – | 51 |
|
|
2020
Q2 | $304K | Buy |
+3,763
| New | +$304K | 0.16% | 84 |
|