Stone House 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-455
| Closed | -$51.6K | – | 350 |
|
|
2023
Q2 | $51.6K | Hold |
455
| – | – | 0.02% | 83 |
|
|
2023
Q1 | $53.3K | Buy |
+455
| New | +$53.3K | 0.02% | 89 |
|
|
2019
Q2 | – | Sell |
-585
| Closed | -$57K | – | 74 |
|
|
2019
Q1 | $57K | Buy |
+585
| New | +$57K | 0.03% | 85 |
|
|
2018
Q3 | – | Sell |
-3,490
| Closed | -$341K | – | 53 |
|
|
2018
Q2 | $341K | Buy |
+3,490
| New | +$341K | 0.22% | 36 |
|
|
2017
Q1 | – | Sell |
-2,576
| Closed | -$228K | – | 39 |
|
|
2016
Q4 | $228K | Buy |
+2,576
| New | +$228K | 0.19% | 35 |
|