Winslow Evans & Crocker’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
Q4 | $274K | Buy |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $75K | Sell |
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|
2020
Q1 | $70K | Hold |
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|
2019
Q4 | $100K | Sell |
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|
2019
Q3 | $110K | Hold |
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|
2019
Q2 | $106K | Hold |
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|
2019
Q1 | $106K | Hold |
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|
2018
Q4 | $96K | Hold |
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|
2018
Q3 | $106K | Hold |
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|
2018
Q2 | $104K | Hold |
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|
2018
Q1 | $101K | Hold |
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|
2017
Q4 | $104K | Sell |
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|
2017
Q3 | $105K | Sell |
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|
2017
Q2 | $304K | Sell |
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|
2017
Q1 | $300K | Buy |
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|
2016
Q4 | $289K | Hold |
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|
2016
Q3 | $280K | Buy |
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|
2016
Q2 | $244K | Buy |
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|
2016
Q1 | $191K | Buy |
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|
2015
Q4 | $152K | Hold |
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|
2015
Q3 | $147K | Sell |
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|
2015
Q2 | $167K | Hold |
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|
2015
Q1 | $173K | Buy |
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|
2014
Q4 | $161K | Sell |
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|
2014
Q3 | $470K | Buy |
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|
2014
Q2 | $175K | Sell |
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|
2014
Q1 | $680K | Buy |
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|
2013
Q4 | $562K | Buy |
|