Annis Gardner Whiting Capital Advisors’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 | $248K | Buy |
1,867
+5
| +0.3% | +$664 | 0.09% | 194 |
|
|
2025
Q1 | $250K | Sell |
1,862
-8,376
| -82% | -$1.13M | 0.11% | 165 |
|
|
2024
Q4 | $1.34M | Buy |
10,238
+8,384
| +452% | +$1.1M | 0.38% | 51 |
|
|
2024
Q3 | $250K | Buy |
1,854
+6
| +0.3% | +$810 | 0.07% | 192 |
|
|
2024
Q2 | $224K | Sell |
1,848
-430
| -19% | -$52K | 0.06% | 204 |
|
|
2024
Q1 | $281K | Buy |
2,278
+4
| +0.2% | +$493 | 0.1% | 155 |
|
|
2023
Q4 | $267K | Buy |
2,274
+11
| +0.5% | +$1.29K | 0.12% | 129 |
|
|
2023
Q3 | $247K | Buy |
+2,263
| New | +$247K | 0.13% | 122 |
|