S.A. Mason’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
2020
Q2
Sell
-167
Closed -$12K 313
2020
Q1
$12K Sell
167
-350
-68% -$33.4K 0.01% 302
2019
Q4
$55K Buy
+517
New +$53.3K 0.05% 222

Other funds holding DVY

S.A. Mason's DVY Position: Q2 2020 in Review

S.A. Mason sold out of iShares Select Dividend ETF (DVY) in Q2 2020, closing a stake of 167 shares — an estimated $12K sold.

S.A. Mason first reported a position in DVY in Q4 2019 and held it in 2 quarters. The position peaked at $55K in Q4 2019. 883 funds tracked by Wall St. Rank hold DVY as of Q2 2020.

  • S.A. Mason reported no remaining iShares Select Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • S.A. Mason sold 167 iShares Select Dividend ETF shares in Q2 2020, an estimated $12K.
  • S.A. Mason first reported a position in iShares Select Dividend ETF in Q4 2019 and held it in 2 quarters.
  • S.A. Mason's iShares Select Dividend ETF position peaked at $55K in Q4 2019.
  • 883 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.