Wealthspire Advisors (Maryland)’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.92M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $143K | Buy |
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|
2018
Q4 | $129K | Sell |
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|
2018
Q3 | $164K | Sell |
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|
2018
Q2 | $163K | Hold |
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|
2018
Q1 | $159K | Sell |
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|
2017
Q4 | $184K | Buy |
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|
2017
Q3 | $153K | Sell |
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|
2017
Q2 | $169K | Buy |
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|
2017
Q1 | $152K | Sell |
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|
2016
Q4 | $149K | Buy |
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|
2016
Q3 | $144K | Hold |
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|
2016
Q2 | $143K | Hold |
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|
2016
Q1 | $137K | Sell |
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|
2015
Q4 | $188K | Buy |
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