Western Wealth Management’s Reality Shares DIVS ETF DIVY Stock Holding History

Western Wealth Management’s Portfolio DIVY Stock Details DIVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-14,340	Closed	-$316K	–	481
2020 Q2	$316K	Sell	14,340 -12,144	-46%	-$237K	0.06%	304
2020 Q1	$401K	Sell	26,484 -1,903	-7%	-$46.1K	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%	-$4.95K	0.08%	190
2019 Q1	$629K	Sell	23,978 -289	-1%	-$7.52K	0.14%	171
2018 Q4	$611K	Buy	+24,267	New	+$638K	0.16%	155

Other funds holding DIVY

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Western Wealth Management's DIVY Position: Q3 2020 in Review

Western Wealth Management sold out of Reality Shares DIVS ETF (DIVY) in Q3 2020, closing a stake of 14,340 shares — an estimated $316K sold.

Western Wealth Management first reported a position in DIVY in Q4 2018 and held it in 7 quarters. The position peaked at $758K in Q4 2019. 1 fund tracked by Wall St. Rank holds DIVY as of Q3 2020.

Western Wealth Management reported no remaining Reality Shares DIVS ETF position as of Q3 2020 after selling out during the quarter.
Western Wealth Management sold 14,340 Reality Shares DIVS ETF shares in Q3 2020, an estimated $316K.
Western Wealth Management first reported a position in Reality Shares DIVS ETF in Q4 2018 and held it in 7 quarters.
Western Wealth Management's Reality Shares DIVS ETF position peaked at $758K in Q4 2019.
1 fund tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q3 2020.

Based on Western Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.