180 Wealth Advisors’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 | $464K | Buy |
3,497
+2
| +0.1% | +$266 | 0.06% | 255 |
|
|
2025
Q1 | $469K | Sell |
3,495
-8
| -0.2% | -$1.07K | 0.07% | 240 |
|
|
2024
Q4 | $460K | Sell |
3,503
-41
| -1% | -$5.38K | 0.07% | 236 |
|
|
2024
Q3 | $479K | Sell |
3,544
-48
| -1% | -$6.48K | 0.08% | 236 |
|
|
2024
Q2 | $446K | Sell |
3,592
-24
| -0.7% | -$2.98K | 0.07% | 240 |
|
|
2024
Q1 | $445K | Buy |
3,616
+35
| +1% | +$4.31K | 0.08% | 223 |
|
|
2023
Q4 | $424K | Sell |
3,581
-50
| -1% | -$5.92K | 0.08% | 222 |
|
|
2023
Q3 | $391K | Buy |
3,631
+267
| +8% | +$28.7K | 0.09% | 221 |
|
|
2023
Q2 | $384K | Sell |
3,364
-91
| -3% | -$10.4K | 0.08% | 216 |
|
|
2023
Q1 | $405K | Sell |
3,455
-125
| -3% | -$14.6K | 0.09% | 211 |
|
|
2022
Q4 | $447K | Buy |
3,580
+4
| +0.1% | +$500 | 0.11% | 201 |
|
|
2022
Q3 | $383K | Sell |
3,576
-95
| -3% | -$10.2K | 0.11% | 188 |
|
|
2022
Q2 | $438K | Sell |
3,671
-2
| -0.1% | -$239 | 0.11% | 169 |
|
|
2022
Q1 | $480K | Sell |
3,673
-73
| -2% | -$9.54K | 0.1% | 182 |
|
|
2021
Q4 | $457K | Sell |
3,746
-227
| -6% | -$27.7K | 0.1% | 188 |
|
|
2021
Q3 | $472K | Sell |
3,973
-138
| -3% | -$16.4K | 0.1% | 190 |
|
|
2021
Q2 | $486K | Sell |
4,111
-55
| -1% | -$6.5K | 0.11% | 180 |
|
|
2021
Q1 | $505K | Sell |
4,166
-66
| -2% | -$8K | 0.13% | 162 |
|
|
2020
Q4 | $428K | Sell |
4,232
-53
| -1% | -$5.36K | 0.12% | 171 |
|
|
2020
Q3 | $368K | Buy |
4,285
+106
| +3% | +$9.1K | 0.14% | 155 |
|
|
2020
Q2 | $347K | Sell |
4,179
-414
| -9% | -$34.4K | 0.14% | 156 |
|
|
2020
Q1 | $326K | Sell |
4,593
-13
| -0.3% | -$923 | 0.17% | 145 |
|
|
2019
Q4 | $488K | Sell |
4,606
-114
| -2% | -$12.1K | 0.19% | 131 |
|
|
2019
Q3 | $476K | Buy |
4,720
+7
| +0.1% | +$706 | 0.21% | 133 |
|
|
2019
Q2 | $468K | Sell |
4,713
-13
| -0.3% | -$1.29K | 0.21% | 129 |
|
|
2019
Q1 | $470K | Buy |
4,726
+822
| +21% | +$81.7K | 0.21% | 127 |
|
|
2018
Q4 | $389K | Hold |
3,904
| – | – | 0.18% | 158 |
|
|
2018
Q3 | $389K | Buy |
3,904
+6
| +0.2% | +$598 | 0.18% | 158 |
|
|
2018
Q2 | $381K | Buy |
3,898
+1,051
| +37% | +$103K | 0.19% | 149 |
|
|
2018
Q1 | $270K | Buy |
2,847
+6
| +0.2% | +$569 | 0.14% | 182 |
|
|
2017
Q4 | $280K | Buy |
+2,841
| New | +$280K | 0.14% | 178 |
|