TCWP’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
Q4 | – | Sell |
-2,136
| Closed | -$229K | – | 269 |
|
|
2022
Q3 | $229K | Sell |
2,136
-13
| -0.6% | -$1.39K | 0.05% | 243 |
|
|
2022
Q2 | $252K | Hold |
2,149
| – | – | 0.05% | 229 |
|
|
2022
Q1 | $275K | Sell |
2,149
-16
| -0.7% | -$2.05K | 0.05% | 229 |
|
|
2021
Q4 | $265K | Buy |
+2,165
| New | +$265K | 0.05% | 218 |
|