Robert N. Shapiro’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $100K | Hold |
1,257
| – | – | 0.02% | 353 |
|
|
2014
Q3 | $93K | Buy |
1,257
+28
| +2% | +$2.07K | 0.02% | 384 |
|
|
2014
Q2 | $95K | Sell |
1,229
-12
| -1% | -$928 | 0.02% | 379 |
|
|
2014
Q1 | $91K | Sell |
1,241
-22
| -2% | -$1.61K | 0.02% | 388 |
|
|
2013
Q4 | $90K | Hold |
1,263
| – | – | 0.02% | 388 |
|
|
2013
Q3 | $83K | Sell |
1,263
-178
| -12% | -$11.7K | 0.01% | 449 |
|
|
2013
Q2 | $92K | Buy |
+1,441
| New | +$92K | 0.02% | 409 |
|