True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,224
| Closed | -$239K | – | 66 |
|
|
2023
Q3 | $239K | Hold |
2,224
| – | – | 0.03% | 98 |
|
|
2023
Q2 | $252K | Sell |
2,224
-80
| -3% | -$9.06K | 0.03% | 104 |
|
|
2023
Q1 | $270K | Hold |
2,304
| – | – | 0.03% | 109 |
|
|
2022
Q4 | $278K | Hold |
2,304
| – | – | 0.04% | 108 |
|
|
2022
Q3 | $247K | Hold |
2,304
| – | – | 0.04% | 121 |
|
|
2022
Q2 | $271K | Buy |
+2,304
| New | +$271K | 0.04% | 111 |
|
|
2021
Q4 | – | Sell |
-11
| Closed | -$1K | – | 771 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 769 |
|
|
2021
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 703 |
|