Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16K | Hold |
150
| – | – | ﹤0.01% | 257 |
|
|
2022
Q2 | $18K | Hold |
150
| – | – | ﹤0.01% | 272 |
|
|
2022
Q1 | $19K | Hold |
150
| – | – | ﹤0.01% | 246 |
|
|
2021
Q4 | $18K | Buy |
+150
| New | +$18K | ﹤0.01% | 252 |
|
|
2019
Q1 | – | Sell |
-5,065
| Closed | -$452K | – | 124 |
|
|
2018
Q4 | $452K | Buy |
+5,065
| New | +$452K | 0.36% | 58 |
|