American Financial & Tax Strategies’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 | $339K | Hold |
2,553
| – | – | 0.18% | 77 |
|
2025
Q1 | $343K | Hold |
2,553
| – | – | 0.18% | 75 |
|
2024
Q4 | $335K | Hold |
2,553
| – | – | 0.17% | 78 |
|
2024
Q3 | $345K | Buy |
2,553
+187
| +8% | +$25.3K | 0.18% | 77 |
|
2024
Q2 | $286K | Hold |
2,366
| – | – | 0.15% | 83 |
|
2024
Q1 | $291K | Hold |
2,366
| – | – | 0.16% | 82 |
|
2023
Q4 | $277K | Buy |
+2,366
| New | +$277K | 0.16% | 82 |
|