Red Door Wealth Management’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
2021
Q3
Sell
-535
Closed -$62K 283
2021
Q2
$62K Buy
+535
New +$63.6K 0.02% 238
2020
Q3
Sell
-535
Closed -$43K 192
2020
Q2
$43K Sell
535
-81
-13% -$6.47K 0.03% 190
2020
Q1
$45K Buy
+616
New +$58.9K 0.04% 170

Other funds holding DVY

Red Door Wealth Management's DVY Position: Q3 2021 in Review

Red Door Wealth Management sold out of iShares Select Dividend ETF (DVY) in Q3 2021, closing a stake of 535 shares — an estimated $62K sold.

Red Door Wealth Management first reported a position in DVY in Q1 2020 and held it in 3 quarters. The position peaked at $62K in Q2 2021. 1,029 funds tracked by Wall St. Rank hold DVY as of Q3 2021.

  • Red Door Wealth Management reported no remaining iShares Select Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 535 iShares Select Dividend ETF shares in Q3 2021, an estimated $62K.
  • Red Door Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's iShares Select Dividend ETF position peaked at $62K in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.