Atria Wealth Solutions’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 | $1.64M | Sell |
12,260
-27,911
| -69% | -$3.74M | 0.04% | 471 |
|
|
2025
Q1 | $5.39M | Sell |
40,171
-12,415
| -24% | -$1.67M | 0.06% | 318 |
|
|
2024
Q4 | $6.9M | Sell |
52,586
-1,293
| -2% | -$170K | 0.08% | 268 |
|
|
2024
Q3 | $7.28M | Sell |
53,879
-793
| -1% | -$107K | 0.08% | 263 |
|
|
2024
Q2 | $6.61M | Sell |
54,672
-2,844
| -5% | -$344K | 0.07% | 271 |
|
|
2024
Q1 | $7.08M | Sell |
57,516
-1,721
| -3% | -$212K | 0.08% | 256 |
|
|
2023
Q4 | $6.94M | Buy |
59,237
+235
| +0.4% | +$27.5K | 0.09% | 236 |
|
|
2023
Q3 | $6.36M | Buy |
59,002
+272
| +0.5% | +$29.3K | 0.09% | 234 |
|
|
2023
Q2 | $6.65M | Buy |
58,730
+2,650
| +5% | +$300K | 0.09% | 223 |
|
|
2023
Q1 | $6.57M | Sell |
56,080
-1,941
| -3% | -$227K | 0.1% | 205 |
|
|
2022
Q4 | $7M | Sell |
58,021
-1,299
| -2% | -$157K | 0.11% | 196 |
|
|
2022
Q3 | $6.36M | Buy |
59,320
+3,816
| +7% | +$409K | 0.11% | 190 |
|
|
2022
Q2 | $6.53M | Sell |
55,504
-4,559
| -8% | -$536K | 0.12% | 169 |
|
|
2022
Q1 | $7.7M | Buy |
+60,063
| New | +$7.7M | 0.13% | 169 |
|