Windsor Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,627
| Closed | -$202K | – | 165 |
|
|
2022
Q4 | $202K | Buy |
+1,627
| New | +$202K | 0.04% | 161 |
|
|
2022
Q2 | – | Sell |
-1,622
| Closed | -$209K | – | 180 |
|
|
2022
Q1 | $209K | Buy |
1,622
+1
| +0.1% | +$129 | 0.04% | 226 |
|
|
2021
Q4 | $202K | Buy |
+1,621
| New | +$202K | 0.04% | 233 |
|
|
2018
Q4 | – | Sell |
-3,070
| Closed | -$306K | – | 135 |
|
|
2018
Q3 | $306K | Buy |
+3,070
| New | +$306K | 0.2% | 106 |
|