Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-350
| Closed | -$41K | – | 354 |
|
|
2023
Q1 | $41K | Hold |
350
| – | – | 0.02% | 520 |
|
|
2022
Q4 | $42.2K | Hold |
350
| – | – | 0.02% | 387 |
|
|
2022
Q3 | $40K | Hold |
350
| – | – | 0.02% | 416 |
|
|
2022
Q2 | $41K | Hold |
350
| – | – | 0.02% | 386 |
|
|
2022
Q1 | $45K | Buy |
350
+100
| +40% | +$12.9K | 0.02% | 396 |
|
|
2021
Q4 | $31K | Hold |
250
| – | – | 0.02% | 473 |
|
|
2021
Q3 | $29K | Hold |
250
| – | – | 0.02% | 426 |
|
|
2021
Q2 | $29K | Buy |
250
+1
| +0.4% | +$116 | 0.02% | 445 |
|
|
2021
Q1 | $29K | Sell |
249
-76
| -23% | -$8.85K | 0.02% | 422 |
|
|
2020
Q4 | $31K | Buy |
+325
| New | +$31K | 0.03% | 398 |
|