Viridian RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,075
| Closed | -$254K | – | 78 |
|
|
2021
Q4 | $254K | Buy |
+2,075
| New | +$254K | 0.05% | 82 |
|
|
2021
Q3 | – | Hold |
0
| – | -$233K | – | 24 |
|
|
2021
Q2 | – | Hold |
0
| – | -$228K | – | 76 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 76 |
|
|
2020
Q1 | – | Sell |
-2,427
| Closed | -$256K | – | 55 |
|
|
2019
Q4 | $256K | Buy |
+2,427
| New | +$256K | 0.09% | 55 |
|