Wealthcare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-178
| Closed | -$20K | – | 236 |
|
|
2021
Q1 | $20K | Buy |
+178
| New | +$20K | ﹤0.01% | 208 |
|
|
2016
Q2 | – | Sell |
-1,329
| Closed | -$109K | – | 205 |
|
|
2016
Q1 | $109K | Buy |
+1,329
| New | +$109K | 0.01% | 56 |
|
|
2015
Q2 | – | Sell |
-675
| Closed | -$53K | – | 520 |
|
|
2015
Q1 | $53K | Buy |
+675
| New | +$53K | 0.01% | 239 |
|
|
2013
Q4 | – | Sell |
-2,000
| Closed | -$133K | – | 121 |
|
|
2013
Q3 | $133K | Hold |
2,000
| – | – | 0.02% | 26 |
|
|
2013
Q2 | $128K | Buy |
+2,000
| New | +$128K | 0.02% | 27 |
|