Advisornet Financial’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 | $280K | Buy |
2,110
+5
| +0.2% | +$664 | 0.02% | 493 |
|
|
2025
Q1 | $283K | Buy |
2,105
+1,287
| +157% | +$173K | 0.02% | 469 |
|
|
2024
Q4 | $107K | Sell |
818
-108
| -12% | -$14.2K | 0.01% | 667 |
|
|
2024
Q3 | $125K | Sell |
926
-369
| -28% | -$49.9K | 0.01% | 640 |
|
|
2024
Q2 | $157K | Buy |
1,295
+64
| +5% | +$7.74K | 0.01% | 534 |
|
|
2024
Q1 | $152K | Sell |
1,231
-11,538
| -90% | -$1.42M | 0.01% | 530 |
|
|
2023
Q4 | $1.5M | Buy |
12,769
+1,175
| +10% | +$138K | 0.14% | 172 |
|
|
2023
Q3 | $1.25M | Sell |
11,594
-405
| -3% | -$43.6K | 0.11% | 182 |
|
|
2023
Q2 | $1.36M | Buy |
11,999
+190
| +2% | +$21.5K | 0.12% | 177 |
|
|
2023
Q1 | $1.38M | Buy |
11,809
+860
| +8% | +$101K | 0.13% | 169 |
|
|
2022
Q4 | $1.32M | Buy |
10,949
+1,085
| +11% | +$131K | 0.13% | 171 |
|
|
2022
Q3 | $1.06M | Buy |
9,864
+321
| +3% | +$34.4K | 0.11% | 196 |
|
|
2022
Q2 | $1.12M | Buy |
9,543
+1,339
| +16% | +$158K | 0.11% | 192 |
|
|
2022
Q1 | $1.05M | Buy |
8,204
+314
| +4% | +$40.2K | 0.07% | 237 |
|
|
2021
Q4 | $967K | Buy |
7,890
+4,424
| +128% | +$542K | 0.06% | 271 |
|
|
2021
Q3 | $398K | Buy |
3,466
+2,851
| +464% | +$327K | 0.03% | 411 |
|
|
2021
Q2 | $72K | Hold |
615
| – | – | ﹤0.01% | 872 |
|
|
2021
Q1 | $70K | Hold |
615
| – | – | 0.01% | 846 |
|
|
2020
Q4 | $59K | Sell |
615
-145
| -19% | -$13.9K | ﹤0.01% | 825 |
|
|
2020
Q3 | $62K | Sell |
760
-7
| -0.9% | -$571 | 0.01% | 798 |
|
|
2020
Q2 | $62K | Buy |
767
+271
| +55% | +$21.9K | 0.01% | 786 |
|
|
2020
Q1 | $36K | Sell |
496
-155
| -24% | -$11.3K | ﹤0.01% | 895 |
|
|
2019
Q4 | $69K | Sell |
651
-50
| -7% | -$5.3K | 0.01% | 786 |
|
|
2019
Q3 | $71K | Buy |
701
+314
| +81% | +$31.8K | 0.01% | 779 |
|
|
2019
Q2 | $39K | Buy |
387
+30
| +8% | +$3.02K | ﹤0.01% | 874 |
|
|
2019
Q1 | $35K | Sell |
357
-250
| -41% | -$24.5K | ﹤0.01% | 832 |
|
|
2018
Q4 | $54K | Sell |
607
-42
| -6% | -$3.74K | 0.01% | 672 |
|
|
2018
Q3 | $65K | Sell |
649
-71
| -10% | -$7.11K | 0.01% | 654 |
|
|
2018
Q2 | $70K | Sell |
720
-247
| -26% | -$24K | 0.01% | 620 |
|
|
2018
Q1 | $92K | Buy |
967
+45
| +5% | +$4.28K | 0.01% | 546 |
|
|
2017
Q4 | $91K | Buy |
+922
| New | +$91K | 0.01% | 503 |
|