Wealth & Pension Services Group’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
2019
Q3
$821K Sell
8,051
-496
-6% -$50.6K 0.59% 47
2019
Q2
$851K Hold
8,547
0.62% 45
2019
Q1
$839K Hold
8,547
0.65% 45
2018
Q4
$763K Sell
8,547
-5,304
-38% -$473K 0.69% 43
2018
Q3
$1.38M Buy
+13,851
New +$1.38M 1.39% 22