TimeScale Financial’s iShares Select Dividend ETF DVY Stock Holding History

TimeScale Financial’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-150	Closed	-$12K	–	444
2020 Q3	$12K	Buy	+150	New	+$12.5K	﹤0.01%	268
2020 Q1	–	Sell	-290	Closed	-$27.7K	–	438
2019 Q4	$30K	Hold	290	–	–	0.01%	225
2019 Q3	$30K	Hold	290	–	–	0.01%	230
2019 Q2	$29K	Buy	+290	New	+$28.6K	0.01%	237

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TimeScale Financial's DVY Position: Q4 2020 in Review

TimeScale Financial sold out of iShares Select Dividend ETF (DVY) in Q4 2020, closing a stake of 150 shares — an estimated $12K sold.

TimeScale Financial first reported a position in DVY in Q2 2019 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 964 funds tracked by Wall St. Rank hold DVY as of Q4 2020.

TimeScale Financial reported no remaining iShares Select Dividend ETF position as of Q4 2020 after selling out during the quarter.
TimeScale Financial sold 150 iShares Select Dividend ETF shares in Q4 2020, an estimated $12K.
TimeScale Financial first reported a position in iShares Select Dividend ETF in Q2 2019 and held it in 4 quarters.
TimeScale Financial's iShares Select Dividend ETF position peaked at $30K in Q4 2019.
964 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2020.

Based on TimeScale Financial's 13F filing for Q4 2020, filed 28 Jan 2021.