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Tiedemann Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,948
| Closed | -$565K | – | 326 |
|
|
2020
Q3 | $565K | Sell |
6,948
-8,303
| -54% | -$675K | 0.03% | 218 |
|
|
2020
Q2 | $1.23M | Sell |
15,251
-5,912
| -28% | -$478K | 0.07% | 151 |
|
|
2020
Q1 | $1.56M | Buy |
21,163
+18,903
| +836% | +$1.39M | 0.1% | 121 |
|
|
2019
Q4 | $240K | Buy |
+2,260
| New | +$240K | 0.01% | 267 |
|
|
2018
Q4 | – | Sell |
-2,692
| Closed | -$271K | – | 429 |
|
|
2018
Q3 | $271K | Buy |
+2,692
| New | +$271K | 0.02% | 268 |
|