Red Door Wealth Management’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
Sell
-535
Closed -$62K 284
2021
Q2
$62K Buy
+535
New +$62K 0.02% 238
2020
Q3
Sell
-535
Closed -$43K 192
2020
Q2
$43K Sell
535
-81
-13% -$6.51K 0.03% 190
2020
Q1
$45K Buy
+616
New +$45K 0.04% 170