Sharkey, Howes & Javer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $233K | Buy |
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $305K | Sell |
|
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|
2020
Q2 | $417K | Sell |
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|
2020
Q1 | $403K | Sell |
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|
2019
Q4 | $591K | Hold |
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|
2019
Q3 | $570K | Hold |
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|
2019
Q2 | $557K | Sell |
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|
2019
Q1 | $557K | Sell |
|
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|
2018
Q4 | $564K | Sell |
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|
2018
Q3 | $665K | Buy |
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|
2018
Q2 | $651K | Hold |
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|
2018
Q1 | $633K | Sell |
|
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|
2017
Q4 | $664K | Sell |
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|
2017
Q3 | $702K | Sell |
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|
2017
Q2 | $733K | Sell |
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|
2017
Q1 | $878K | Sell |
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|
2016
Q4 | $1.19M | Buy |
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|
2016
Q3 | $1.04M | Buy |
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|
2016
Q2 | $1.03M | Hold |
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|
2016
Q1 | $990K | Sell |
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|
2015
Q4 | $957K | Sell |
|
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|
2015
Q3 | $2.46M | Sell |
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|
2015
Q2 | $2.69M | Sell |
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|
2015
Q1 | $2.81M | Buy |
|