APP
Avantax Planning Partners’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
2,082
| – | – | 0.01% | 368 |
|
|
2025
Q1 | $280K | Hold |
2,082
| – | – | 0.01% | 348 |
|
|
2024
Q4 | $273K | Sell |
2,082
-278
| -12% | -$36.5K | 0.01% | 349 |
|
|
2024
Q3 | $319K | Sell |
2,360
-3,902
| -62% | -$527K | 0.01% | 322 |
|
|
2024
Q2 | $758K | Sell |
6,262
-29
| -0.5% | -$3.51K | 0.02% | 230 |
|
|
2024
Q1 | $775K | Sell |
6,291
-460
| -7% | -$56.7K | 0.03% | 231 |
|
|
2023
Q4 | $791K | Sell |
6,751
-731
| -10% | -$85.7K | 0.03% | 189 |
|
|
2023
Q3 | $805K | Buy |
7,482
+136
| +2% | +$14.6K | 0.03% | 180 |
|
|
2023
Q2 | $832K | Sell |
7,346
-13
| -0.2% | -$1.47K | 0.03% | 181 |
|
|
2023
Q1 | $862K | Buy |
7,359
+13
| +0.2% | +$1.52K | 0.04% | 185 |
|
|
2022
Q4 | $886K | Buy |
7,346
+210
| +3% | +$25.3K | 0.04% | 180 |
|
|
2022
Q3 | $765K | Buy |
7,136
+23
| +0.3% | +$2.47K | 0.03% | 179 |
|
|
2022
Q2 | $837K | Sell |
7,113
-45
| -0.6% | -$5.3K | 0.04% | 175 |
|
|
2022
Q1 | $917K | Sell |
7,158
-255
| -3% | -$32.7K | 0.04% | 168 |
|
|
2021
Q4 | $909K | Buy |
7,413
+214
| +3% | +$26.2K | 0.04% | 163 |
|
|
2021
Q3 | $826K | Sell |
7,199
-124
| -2% | -$14.2K | 0.04% | 155 |
|
|
2021
Q2 | $854K | Sell |
7,323
-687
| -9% | -$80.1K | 0.04% | 147 |
|
|
2021
Q1 | $914K | Sell |
8,010
-1,472
| -16% | -$168K | 0.05% | 139 |
|
|
2020
Q4 | $912K | Buy |
9,482
+476
| +5% | +$45.8K | 0.05% | 132 |
|
|
2020
Q3 | $734K | Sell |
9,006
-1,401
| -13% | -$114K | 0.04% | 147 |
|
|
2020
Q2 | $840K | Buy |
10,407
+600
| +6% | +$48.4K | 0.05% | 132 |
|
|
2020
Q1 | $721K | Hold |
9,807
| – | – | 0.05% | 124 |
|
|
2019
Q4 | $1.04M | Sell |
9,807
-887
| -8% | -$93.7K | 0.06% | 110 |
|
|
2019
Q3 | $1.09M | Sell |
10,694
-62
| -0.6% | -$6.32K | 0.07% | 102 |
|
|
2019
Q2 | $1.08M | Sell |
10,756
-900
| -8% | -$90.4K | 0.07% | 98 |
|
|
2019
Q1 | $1.14M | Hold |
11,656
| – | – | 0.08% | 91 |
|
|
2018
Q4 | $1.04M | Sell |
11,656
-1,101
| -9% | -$98.3K | 0.08% | 94 |
|
|
2018
Q3 | $1.27M | Sell |
12,757
-390
| -3% | -$38.9K | 0.1% | 71 |
|
|
2018
Q2 | $1.29M | Sell |
13,147
-1,522
| -10% | -$149K | 0.11% | 70 |
|
|
2018
Q1 | $1.4M | Buy |
14,669
+1,318
| +10% | +$125K | 0.12% | 74 |
|
|
2017
Q4 | $1.32M | Sell |
13,351
-3,061
| -19% | -$302K | 0.12% | 78 |
|
|
2017
Q3 | $1.54M | Sell |
16,412
-1,336
| -8% | -$125K | 0.12% | 78 |
|
|
2017
Q2 | $1.64M | Sell |
17,748
-1,330
| -7% | -$123K | 0.14% | 72 |
|
|
2017
Q1 | $1.74M | Sell |
19,078
-1,698
| -8% | -$155K | 0.16% | 59 |
|
|
2016
Q4 | $1.84M | Buy |
+20,776
| New | +$1.84M | 0.2% | 47 |
|