Affiance 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 | $302K | Hold |
2,275
| – | – | 0.06% | 85 |
|
|
2025
Q1 | $306K | Hold |
2,275
| – | – | 0.07% | 84 |
|
|
2024
Q4 | $299K | Buy |
+2,275
| New | +$299K | 0.07% | 87 |
|
|
2023
Q1 | – | Sell |
-211
| Closed | -$25.4K | – | 183 |
|
|
2022
Q4 | $25.4K | Hold |
211
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $23K | Hold |
211
| – | – | 0.01% | 106 |
|
|
2022
Q2 | $25K | Hold |
211
| – | – | 0.01% | 105 |
|
|
2022
Q1 | $27K | Hold |
211
| – | – | 0.01% | 118 |
|
|
2021
Q4 | $26K | Hold |
211
| – | – | 0.01% | 131 |
|
|
2021
Q3 | $24K | Hold |
211
| – | – | 0.01% | 136 |
|
|
2021
Q2 | $25K | Buy |
211
+11
| +6% | +$1.3K | 0.01% | 140 |
|
|
2021
Q1 | $23K | Hold |
200
| – | – | 0.01% | 138 |
|
|
2020
Q4 | $19K | Hold |
200
| – | – | 0.01% | 125 |
|
|
2020
Q3 | $16K | Hold |
200
| – | – | 0.01% | 125 |
|
|
2020
Q2 | $16K | Hold |
200
| – | – | 0.01% | 118 |
|
|
2020
Q1 | $15K | Hold |
200
| – | – | 0.01% | 115 |
|
|
2019
Q4 | $21K | Buy |
+200
| New | +$21K | 0.01% | 125 |
|