Sonora Investment 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 | $61K | Buy |
530
+500
| +1,667% | +$57.5K | 0.01% | 379 |
|
|
2021
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 855 |
|
|
2021
Q1 | $3K | Sell |
30
-371
| -93% | -$37.1K | ﹤0.01% | 1627 |
|
|
2020
Q4 | $39K | Sell |
401
-250
| -38% | -$24.3K | ﹤0.01% | 692 |
|
|
2020
Q3 | $53K | Hold |
651
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $53K | Hold |
651
| – | – | 0.01% | 488 |
|
|
2020
Q1 | $48K | Hold |
651
| – | – | 0.01% | 502 |
|
|
2019
Q4 | $69K | Sell |
651
-643
| -50% | -$68.2K | 0.01% | 426 |
|
|
2019
Q3 | $132K | Buy |
1,294
+581
| +81% | +$59.3K | 0.01% | 290 |
|
|
2019
Q2 | $71K | Buy |
713
+92
| +15% | +$9.16K | 0.01% | 417 |
|
|
2019
Q1 | $61K | Buy |
+621
| New | +$61K | 0.01% | 422 |
|