1 North Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
1,631
-148
| -8% | -$19.7K | 0.09% | 57 |
|
|
2025
Q1 | $239K | Sell |
1,779
-32
| -2% | -$4.3K | 0.11% | 51 |
|
|
2024
Q4 | $238K | Buy |
+1,811
| New | +$238K | 0.1% | 54 |
|
|
2019
Q4 | $623K | Sell |
5,898
-1,847
| -24% | -$195K | 0.39% | 50 |
|
|
2019
Q3 | $790K | Buy |
+7,745
| New | +$790K | 0.53% | 45 |
|
|
2019
Q1 | $3.72M | Sell |
37,839
-631
| -2% | -$62K | 2.62% | 11 |
|
|
2018
Q4 | $3.44M | Buy |
+38,470
| New | +$3.44M | 2.87% | 11 |
|