Stewardship Financial Advisors’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 |
-166
| Closed | -$13K | – | 80 |
|
|
2020
Q2 | $13K | Buy |
166
+122
| +277% | +$9.55K | 0.01% | 67 |
|
|
2020
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 56 |
|
|
2019
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 82 |
|
|
2019
Q3 | $4K | Hold |
44
| – | – | ﹤0.01% | 68 |
|
|
2019
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 65 |
|
|
2019
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 64 |
|
|
2018
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 59 |
|
|
2018
Q3 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 73 |
|