WCM
Whitener Capital Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,453
| Closed | -$259K | – | 122 |
|
|
2019
Q4 | $259K | Buy |
2,453
+100
| +4% | +$10.6K | 0.13% | 117 |
|
|
2019
Q3 | $239K | Hold |
2,353
| – | – | 0.13% | 114 |
|
|
2019
Q2 | $234K | Hold |
2,353
| – | – | 0.13% | 117 |
|
|
2019
Q1 | $231K | Buy |
2,353
+100
| +4% | +$9.82K | 0.15% | 110 |
|
|
2018
Q4 | $201K | Buy |
2,253
+16
| +0.7% | +$1.43K | 0.15% | 115 |
|
|
2018
Q3 | $223K | Buy |
+2,237
| New | +$223K | 0.15% | 115 |
|
|
2018
Q2 | – | Sell |
-2,019
| Closed | -$192K | – | 188 |
|
|
2018
Q1 | $192K | Buy |
2,019
+500
| +33% | +$47.5K | 0.15% | 118 |
|
|
2017
Q4 | $149K | Buy |
+1,519
| New | +$149K | 0.13% | 125 |
|