Atomi Financial Group’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 | $360K | Sell |
2,711
-124
| -4% | -$16.5K | 0.01% | 725 |
|
|
2025
Q1 | $381K | Sell |
2,835
-371
| -12% | -$49.8K | 0.02% | 653 |
|
|
2024
Q4 | $421K | Sell |
3,206
-171
| -5% | -$22.4K | 0.02% | 550 |
|
|
2024
Q3 | $456K | Sell |
3,377
-4
| -0.1% | -$540 | 0.03% | 488 |
|
|
2024
Q2 | $409K | Hold |
3,381
| – | – | 0.03% | 453 |
|
|
2024
Q1 | $416K | Sell |
3,381
-516
| -13% | -$63.6K | 0.04% | 405 |
|
|
2023
Q4 | $457K | Buy |
3,897
+362
| +10% | +$42.4K | 0.06% | 298 |
|
|
2023
Q3 | $381K | Buy |
3,535
+4
| +0.1% | +$431 | 0.13% | 192 |
|
|
2023
Q2 | $400K | Sell |
3,531
-616
| -15% | -$69.8K | 0.18% | 148 |
|
|
2023
Q1 | $486K | Buy |
+4,147
| New | +$486K | 0.27% | 99 |
|