Winfield Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6.96M | Buy |
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|
2021
Q4 | $3.9M | Buy |
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|
2021
Q3 | $3.44M | Buy |
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|
2021
Q2 | $3.4M | Buy |
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|
2021
Q1 | $2.76M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $276K | Sell |
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|
2019
Q4 | $576K | Sell |
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|
2019
Q3 | $635K | Sell |
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|
2019
Q2 | $645K | Sell |
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|
2019
Q1 | $680K | Hold |
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|
2018
Q4 | $619K | Buy |
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|
2018
Q3 | $688K | Sell |
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|
2018
Q2 | $719K | Sell |
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|
2018
Q1 | $718K | Sell |
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|
2017
Q4 | $765K | Sell |
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|
2017
Q3 | $792K | Sell |
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|
2017
Q2 | $790K | Sell |
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|
2017
Q1 | $806K | Hold |
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|
2016
Q4 | $784K | Buy |
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|
2016
Q3 | $724K | Sell |
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|
2016
Q2 | $738K | Sell |
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|
2016
Q1 | $821K | Buy |
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|
2015
Q4 | $690K | Buy |
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|
2015
Q3 | $665K | Sell |
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|
2015
Q2 | $743K | Sell |
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|
2015
Q1 | $847K | Sell |
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|
2014
Q4 | $2.08M | Sell |
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|
2014
Q3 | $2.18M | Buy |
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|
2014
Q2 | $2.26M | Sell |
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|
2014
Q1 | $2.17M | Sell |
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|
2013
Q4 | $2.14M | Buy |
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