WESPAC Advisors’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
Q4 | – | Sell |
-23,808
| Closed | -$1.94M | – | 145 |
|
|
2020
Q3 | $1.94M | Sell |
23,808
-12,316
| -34% | -$1M | 2.4% | 6 |
|
|
2020
Q2 | $2.92M | Buy |
+36,124
| New | +$2.92M | 3.31% | 2 |
|
|
2015
Q1 | – | Sell |
-3,899
| Closed | -$310K | – | 123 |
|
|
2014
Q4 | $310K | Buy |
+3,899
| New | +$310K | 0.22% | 93 |
|