Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.93M | Buy |
+60,395
| New | +$4.93M | 0.17% | 71 |
|
|
2020
Q1 | – | Sell |
-2,562
| Closed | -$271K | – | 448 |
|
|
2019
Q4 | $271K | Buy |
+2,562
| New | +$271K | 0.02% | 402 |
|
|
2019
Q2 | – | Sell |
-1,452
| Closed | -$143K | – | 885 |
|
|
2019
Q1 | $143K | Buy |
1,452
+4
| +0.3% | +$394 | 0.01% | 530 |
|
|
2018
Q4 | $129K | Sell |
1,448
-193
| -12% | -$17.2K | 0.01% | 524 |
|
|
2018
Q3 | $164K | Sell |
1,641
-30
| -2% | -$3K | 0.01% | 509 |
|
|
2018
Q2 | $163K | Hold |
1,671
| – | – | 0.01% | 520 |
|
|
2018
Q1 | $159K | Sell |
1,671
-197
| -11% | -$18.7K | 0.02% | 545 |
|
|
2017
Q4 | $184K | Buy |
1,868
+230
| +14% | +$22.7K | 0.02% | 523 |
|
|
2017
Q3 | $153K | Sell |
1,638
-197
| -11% | -$18.4K | 0.02% | 561 |
|
|
2017
Q2 | $169K | Buy |
1,835
+167
| +10% | +$15.4K | 0.02% | 510 |
|
|
2017
Q1 | $152K | Sell |
1,668
-10
| -0.6% | -$911 | 0.02% | 472 |
|
|
2016
Q4 | $149K | Buy |
1,678
+1
| +0.1% | +$89 | 0.02% | 458 |
|
|
2016
Q3 | $144K | Hold |
1,677
| – | – | 0.02% | 483 |
|
|
2016
Q2 | $143K | Hold |
1,677
| – | – | 0.02% | 456 |
|
|
2016
Q1 | $137K | Sell |
1,677
-829
| -33% | -$67.7K | 0.02% | 448 |
|
|
2015
Q4 | $188K | Buy |
+2,506
| New | +$188K | 0.04% | 372 |
|