Willingdon Wealth Management’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
Q1
$452K Sell
2019
Q4
$695K Sell
2019
Q3
$742K Buy
2019
Q2
$671K Buy
2019
Q1
$600K Sell
2018
Q4
$705K Buy
2018
Q3
$476K Buy
2018
Q2
$437K Sell
2018
Q1
$437K Buy
2017
Q4
$383K Buy
2017
Q3
$296K Sell
2017
Q2
$308K Sell
2017
Q1
$315K Hold
2016
Q4
$306K Sell
2016
Q3
$313K Buy