Windsor Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $388K | Hold |
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|
2017
Q1 | $383K | Sell |
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|
2016
Q4 | $435K | Sell |
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|
2016
Q3 | $476K | Hold |
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|
2016
Q2 | $474K | Buy |
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|
2016
Q1 | $409K | Sell |
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|
2015
Q4 | $405K | Hold |
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|
2015
Q3 | $392K | Sell |
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|
2015
Q2 | $417K | Sell |
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|
2015
Q1 | $446K | Sell |
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|
2014
Q4 | $488K | Sell |
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|
2014
Q3 | $514K | Sell |
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|
2014
Q2 | $548K | Buy |
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|
2014
Q1 | $514K | Sell |
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|
2013
Q4 | $526K | Buy |
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|
2013
Q3 | $473K | Sell |
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|
2013
Q2 | $464K | Buy |
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