Altus Wealth Group’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 | $257K | Buy |
1,936
+1
| +0.1% | +$133 | 0.11% | 111 |
|
|
2025
Q1 | $260K | Sell |
1,935
-301
| -13% | -$40.4K | 0.12% | 110 |
|
|
2024
Q4 | $294K | Hold |
2,236
| – | – | 0.13% | 114 |
|
|
2024
Q3 | $302K | Sell |
2,236
-595
| -21% | -$80.4K | 0.13% | 111 |
|
|
2024
Q2 | $343K | Sell |
2,831
-53
| -2% | -$6.41K | 0.17% | 100 |
|
|
2024
Q1 | $355K | Sell |
2,884
-148
| -5% | -$18.2K | 0.18% | 106 |
|
|
2023
Q4 | $355K | Sell |
3,032
-170
| -5% | -$19.9K | 0.2% | 101 |
|
|
2023
Q3 | $345K | Hold |
3,202
| – | – | 0.22% | 95 |
|
|
2023
Q2 | $363K | Sell |
3,202
-446
| -12% | -$50.5K | 0.22% | 97 |
|
|
2023
Q1 | $427K | Sell |
3,648
-95
| -3% | -$11.1K | 0.29% | 80 |
|
|
2022
Q4 | $451K | Buy |
3,743
+646
| +21% | +$77.9K | 0.34% | 75 |
|
|
2022
Q3 | $355K | Hold |
3,097
| – | – | 0.35% | 72 |
|
|
2022
Q2 | $355K | Buy |
3,097
+11
| +0.4% | +$1.26K | 0.35% | 72 |
|
|
2022
Q1 | $395K | Sell |
3,086
-11
| -0.4% | -$1.41K | 0.32% | 67 |
|
|
2021
Q4 | $380K | Hold |
3,097
| – | – | 0.31% | 74 |
|
|
2021
Q3 | $355K | Buy |
3,097
+22
| +0.7% | +$2.52K | 0.35% | 72 |
|
|
2021
Q2 | $359K | Hold |
3,075
| – | – | 0.35% | 69 |
|
|
2021
Q1 | $369K | Sell |
3,075
-5
| -0.2% | -$600 | 0.37% | 66 |
|
|
2020
Q4 | $296K | Buy |
+3,080
| New | +$296K | 0.28% | 71 |
|