ARQ Wealth 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 | $215K | Hold |
1,600
| – | – | 0.07% | 100 |
|
|
2025
Q1 | $215K | Hold |
1,600
| – | – | 0.08% | 95 |
|
|
2024
Q4 | $210K | Hold |
1,600
| – | – | 0.08% | 97 |
|
|
2024
Q3 | $215K | Buy |
+1,600
| New | +$215K | 0.08% | 90 |
|
|
2023
Q3 | – | Sell |
-1,788
| Closed | -$203K | – | 59 |
|
|
2023
Q2 | $203K | Hold |
1,788
| – | – | 0.13% | 55 |
|
|
2023
Q1 | $210K | Buy |
+1,788
| New | +$210K | 0.15% | 50 |
|
|
2022
Q4 | – | Sell |
-2,950
| Closed | -$316K | – | 50 |
|
|
2022
Q3 | $316K | Sell |
2,950
-667
| -18% | -$71.4K | 0.24% | 40 |
|
|
2022
Q2 | $426K | Buy |
+3,617
| New | +$426K | 0.3% | 41 |
|