Annapolis Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $162K | Hold |
1,200
| – | – | 0.05% | 101 |
|
|
2024
Q2 | $145K | Hold |
1,200
| – | – | 0.05% | 103 |
|
|
2024
Q1 | $148K | Hold |
1,200
| – | – | 0.05% | 102 |
|
|
2023
Q4 | $141K | Hold |
1,200
| – | – | 0.04% | 133 |
|
|
2023
Q3 | $129K | Buy |
+1,200
| New | +$129K | 0.04% | 130 |
|
|
2023
Q1 | – | Sell |
-90
| Closed | -$10.9K | – | 459 |
|
|
2022
Q4 | $10.9K | Buy |
+90
| New | +$10.9K | ﹤0.01% | 300 |
|