Apexium Financial’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
Q1 | – | Sell |
-15,907
| Closed | -$1.86M | – | 240 |
|
|
2023
Q4 | $1.86M | Buy |
+15,907
| New | +$1.86M | 0.13% | 78 |
|
|
2023
Q2 | – | Sell |
-2,959
| Closed | -$347K | – | 222 |
|
|
2023
Q1 | $347K | Buy |
+2,959
| New | +$347K | 0.03% | 159 |
|
|
2020
Q1 | – | Sell |
-4,684
| Closed | -$495K | – | 68 |
|
|
2019
Q4 | $495K | Buy |
+4,684
| New | +$495K | 0.64% | 33 |
|