Western Wealth Management’s Reality Shares DIVS ETF DIVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,340
| Closed | -$316K | – | 462 |
|
|
2020
Q2 | $316K | Sell |
14,340
-12,144
| -46% | -$268K | 0.06% | 304 |
|
|
2020
Q1 | $401K | Sell |
26,484
-1,903
| -7% | -$28.8K | 0.09% | 216 |
|
|
2019
Q4 | $758K | Buy |
28,387
+4,596
| +19% | +$123K | 0.11% | 166 |
|
|
2019
Q3 | $622K | Hold |
23,791
| – | – | 0.13% | 179 |
|
|
2019
Q2 | $632K | Sell |
23,791
-187
| -0.8% | -$4.97K | 0.08% | 190 |
|
|
2019
Q1 | $629K | Sell |
23,978
-289
| -1% | -$7.58K | 0.14% | 171 |
|
|
2018
Q4 | $611K | Buy |
+24,267
| New | +$611K | 0.16% | 155 |
|