Sunesis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,281
| Closed | -$267K | – | 59 |
|
|
2023
Q4 | $267K | Hold |
2,281
| – | – | 0.16% | 57 |
|
|
2023
Q3 | $246K | Buy |
+2,281
| New | +$246K | 0.17% | 58 |
|
|
2023
Q1 | $263K | Buy |
+2,246
| New | +$263K | 0.19% | 59 |
|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$204K | – | 30 |
|
|
2019
Q3 | $204K | Buy |
+2,000
| New | +$204K | 0.21% | 28 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$200K | – | 30 |
|
|
2018
Q3 | $200K | Buy |
+2,000
| New | +$200K | 0.2% | 28 |
|