AAMA
Advanced Asset Management Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46.2K | Hold |
348
| – | – | 0.01% | 72 |
|
2025
Q1 | $46.7K | Hold |
348
| – | – | 0.01% | 72 |
|
2024
Q4 | $45.7K | Hold |
348
| – | – | 0.01% | 76 |
|
2024
Q3 | $42.1K | Hold |
348
| – | – | 0.01% | 77 |
|
2024
Q2 | $42.1K | Sell |
348
-5
| -1% | -$605 | 0.01% | 78 |
|
2024
Q1 | $43.5K | Hold |
353
| – | – | 0.01% | 82 |
|
2023
Q4 | $41.4K | Hold |
353
| – | – | 0.01% | 84 |
|
2023
Q3 | $38K | Hold |
353
| – | – | 0.01% | 83 |
|
2023
Q2 | $40K | Buy |
353
+5
| +1% | +$567 | 0.01% | 79 |
|
2023
Q1 | $40.8K | Hold |
348
| – | – | 0.01% | 79 |
|
2022
Q4 | $42K | Hold |
348
| – | – | 0.01% | 107 |
|
2022
Q3 | $37K | Hold |
348
| – | – | 0.01% | 77 |
|
2022
Q2 | $41K | Hold |
348
| – | – | 0.01% | 77 |
|
2022
Q1 | $45K | Hold |
348
| – | – | 0.01% | 75 |
|
2021
Q4 | $43K | Hold |
348
| – | – | 0.01% | 80 |
|
2021
Q3 | $40K | Hold |
348
| – | – | 0.01% | 84 |
|
2021
Q2 | $41K | Hold |
348
| – | – | 0.01% | 83 |
|
2021
Q1 | $40K | Hold |
348
| – | – | 0.01% | 88 |
|
2020
Q4 | $33K | Hold |
348
| – | – | 0.01% | 87 |
|
2020
Q3 | $28K | Hold |
348
| – | – | 0.01% | 86 |
|
2020
Q2 | $28K | Sell |
348
-348
| -50% | -$28K | 0.01% | 85 |
|
2020
Q1 | $51K | Hold |
696
| – | – | 0.02% | 98 |
|
2019
Q4 | $74K | Buy |
+696
| New | +$74K | 0.02% | 101 |
|