UBP Investment 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
2018
Q4
Sell
-10,925
Closed -$1.09M 45
2018
Q3
$1.09M Hold
10,925
1.04% 27
2018
Q2
$1.06M Hold
10,925
1.25% 24
2018
Q1
$1.04M Hold
10,925
1.12% 25
2017
Q4
$1.08M Buy
+10,925
New +$1.08M 1.27% 24