Able Wealth Management’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 | $844K | Hold |
6,356
| – | – | 0.43% | 49 |
|
|
2025
Q1 | $854K | Hold |
6,356
| – | – | 0.5% | 47 |
|
|
2024
Q4 | $834K | Buy |
6,356
+1
| +0% | +$131 | 0.55% | 44 |
|
|
2024
Q3 | $858K | Hold |
6,355
| – | – | 0.65% | 36 |
|
|
2024
Q2 | $769K | Sell |
6,355
-489
| -7% | -$59.2K | 0.63% | 37 |
|
|
2024
Q1 | $843K | Buy |
6,844
+55
| +0.8% | +$6.78K | 0.74% | 31 |
|
|
2023
Q4 | $796K | Buy |
+6,789
| New | +$796K | 0.72% | 28 |
|