US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,107
| Closed | -$83K | – | 511 |
|
|
2015
Q4 | $83K | Buy |
+1,107
| New | +$83K | 0.08% | 102 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 579 |
|
|
2015
Q2 | – | Sell |
-1,107
| Closed | -$86K | – | 538 |
|
|
2015
Q1 | $86K | Hold |
1,107
| – | – | 0.08% | 75 |
|
|
2014
Q4 | $88K | Buy |
+1,107
| New | +$88K | 0.08% | 77 |
|