WR Wealth Planners’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
Q3 | – | Sell |
-216
| Closed | -$24.5K | – | 922 |
|
|
2023
Q2 | $24.5K | Buy |
216
+214
| +10,700% | +$24.2K | 0.01% | 402 |
|
|
2023
Q1 | $234 | Sell |
2
-4
| -67% | -$468 | ﹤0.01% | 887 |
|
|
2022
Q4 | $724 | Hold |
6
| – | – | ﹤0.01% | 439 |
|
|
2022
Q3 | $643 | Sell |
6
-16
| -73% | -$1.72K | ﹤0.01% | 436 |
|
|
2022
Q2 | $2.59K | Hold |
22
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $2.82K | Buy |
+22
| New | +$2.82K | ﹤0.01% | 407 |
|