Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,994
| Closed | -$322K | – | 53 |
|
|
2020
Q2 | $322K | Buy |
3,994
+1,659
| +71% | +$134K | 0.18% | 142 |
|
|
2020
Q1 | $171K | Sell |
2,335
-1,288
| -36% | -$94.3K | 0.1% | 186 |
|
|
2019
Q4 | $382K | Sell |
3,623
-391
| -10% | -$41.2K | 0.19% | 114 |
|
|
2019
Q3 | $327K | Buy |
4,014
+555
| +16% | +$45.2K | 0.17% | 149 |
|
|
2019
Q2 | $344K | Buy |
3,459
+4
| +0.1% | +$398 | 0.23% | 101 |
|
|
2019
Q1 | $339K | Buy |
3,455
+165
| +5% | +$16.2K | 0.25% | 91 |
|
|
2018
Q4 | $294K | Buy |
3,290
+135
| +4% | +$12.1K | 0.28% | 91 |
|
|
2018
Q3 | $315K | Sell |
3,155
-1,523
| -33% | -$152K | 0.28% | 94 |
|
|
2018
Q2 | $457K | Hold |
4,678
| – | – | 0.4% | 56 |
|
|
2018
Q1 | $445K | Buy |
4,678
+15
| +0.3% | +$1.43K | 0.56% | 53 |
|
|
2017
Q4 | $473K | Buy |
+4,663
| New | +$473K | 0.57% | 50 |
|