AFA
American Financial 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 | $244K | Buy |
1,838
+2
| +0.1% | +$266 | 0.03% | 137 |
|
|
2025
Q1 | $247K | Buy |
1,836
+2
| +0.1% | +$269 | 0.04% | 128 |
|
|
2024
Q4 | $241K | Buy |
1,834
+3
| +0.2% | +$394 | 0.03% | 131 |
|
|
2024
Q3 | $247K | Buy |
1,831
+2
| +0.1% | +$270 | 0.03% | 127 |
|
|
2024
Q2 | $221K | Buy |
1,829
+2
| +0.1% | +$242 | 0.03% | 134 |
|
|
2024
Q1 | $225K | Sell |
1,827
-267
| -13% | -$32.9K | 0.03% | 136 |
|
|
2023
Q4 | $245K | Hold |
2,094
| – | – | 0.04% | 124 |
|
|
2023
Q3 | $225K | Hold |
2,094
| – | – | 0.04% | 122 |
|
|
2023
Q2 | $237K | Sell |
2,094
-96
| -4% | -$10.9K | 0.04% | 119 |
|
|
2023
Q1 | $257K | Buy |
2,190
+1
| +0% | +$117 | 0.04% | 110 |
|
|
2022
Q4 | $264K | Buy |
2,189
+108
| +5% | +$13K | 0.04% | 103 |
|
|
2022
Q3 | $223K | Buy |
2,081
+185
| +10% | +$19.8K | 0.04% | 107 |
|
|
2022
Q2 | $223K | Sell |
1,896
-210
| -10% | -$24.7K | 0.06% | 71 |
|
|
2022
Q1 | $270K | Buy |
2,106
+4
| +0.2% | +$513 | 0.04% | 114 |
|
|
2021
Q4 | $258K | Buy |
2,102
+10
| +0.5% | +$1.23K | 0.03% | 114 |
|
|
2021
Q3 | $240K | Buy |
2,092
+347
| +20% | +$39.8K | 0.03% | 119 |
|
|
2021
Q2 | $204K | Sell |
1,745
-428
| -20% | -$50K | 0.03% | 130 |
|
|
2021
Q1 | $248K | Sell |
2,173
-35
| -2% | -$3.99K | 0.04% | 111 |
|
|
2020
Q4 | $212K | Buy |
+2,208
| New | +$212K | 0.03% | 117 |
|
|
2020
Q1 | – | Sell |
-2,172
| Closed | -$221K | – | 98 |
|
|
2019
Q4 | $221K | Sell |
2,172
-165
| -7% | -$16.8K | 0.04% | 86 |
|
|
2019
Q3 | $238K | Sell |
2,337
-457
| -16% | -$46.5K | 0.05% | 86 |
|
|
2019
Q2 | $278K | Sell |
2,794
-1,784
| -39% | -$178K | 0.05% | 83 |
|
|
2019
Q1 | $449K | Sell |
4,578
-1,808
| -28% | -$177K | 0.09% | 62 |
|
|
2018
Q4 | $570K | Buy |
+6,386
| New | +$570K | 0.12% | 55 |
|