SWM
Strategic Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.5M | Hold |
28,560
| – | – | 1.73% | 21 |
|
|
2021
Q3 | $3.28M | Buy |
28,560
+12,742
| +81% | +$1.46M | 1.7% | 19 |
|
|
2021
Q2 | $1.85M | Sell |
15,818
-309
| -2% | -$36K | 1% | 35 |
|
|
2021
Q1 | $1.84M | Buy |
+16,127
| New | +$1.84M | 1.1% | 32 |
|
|
2015
Q2 | – | Sell |
-21,225
| Closed | -$1.65M | – | 44 |
|
|
2015
Q1 | $1.65M | Buy |
+21,225
| New | +$1.65M | 1.65% | 17 |
|