YorkBridge Wealth Partners’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
Q4 | $223K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $217K | Buy |
|
|||||
|
2022
Q1 | $236K | Buy |
|
|||||
|
2021
Q4 | $225K | Sell |
|
|||||
|
2021
Q3 | $227K | Hold |
|
|||||
|
2021
Q2 | $231K | Buy |
|
|||||
|
2021
Q1 | $220K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $248K | Buy |
|
|||||
|
2019
Q3 | $218K | Hold |
|
|||||
|
2019
Q2 | $213K | Sell |
|
|||||
|
2019
Q1 | $279K | Sell |
|
|||||
|
2018
Q4 | $265K | Buy |
|
|||||
|
2018
Q3 | $297K | Sell |
|
|||||
|
2018
Q2 | $413K | Hold |
|
|||||
|
2018
Q1 | $403K | Hold |
|
|||||
|
2017
Q4 | $402K | Sell |
|
|||||
|
2017
Q3 | $400K | Buy |
|
|||||
|
2017
Q2 | $369K | Sell |
|
|||||
|
2017
Q1 | $382K | Buy |
|
|||||
|
2016
Q4 | $355K | Buy |
|