Aspire Wealth Management’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 | $6.48K | Hold |
48
| – | – | ﹤0.01% | 176 |
|
|
2024
Q2 | $5.81K | Hold |
48
| – | – | ﹤0.01% | 161 |
|
|
2024
Q1 | $5.91K | Hold |
48
| – | – | ﹤0.01% | 168 |
|
|
2023
Q4 | $5.63K | Hold |
48
| – | – | ﹤0.01% | 166 |
|
|
2023
Q3 | $5.17K | Hold |
48
| – | – | ﹤0.01% | 163 |
|
|
2023
Q2 | $5.44K | Hold |
48
| – | – | ﹤0.01% | 171 |
|
|
2023
Q1 | $5.63K | Hold |
48
| – | – | ﹤0.01% | 166 |
|
|
2022
Q4 | $5.79K | Hold |
48
| – | – | 0.01% | 166 |
|
|
2022
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 153 |
|
|
2022
Q2 | $6K | Sell |
48
-48
| -50% | -$6K | 0.01% | 156 |
|
|
2022
Q1 | $12K | Sell |
96
-248
| -72% | -$31K | 0.01% | 144 |
|
|
2021
Q4 | $42K | Buy |
+344
| New | +$42K | 0.03% | 127 |
|