Avidian Wealth Enterprises’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 | $318K | Buy |
2,392
+188
| +9% | +$25K | 0.01% | 430 |
|
|
2025
Q1 | $296K | Buy |
2,204
+118
| +6% | +$15.8K | 0.01% | 422 |
|
|
2024
Q4 | $274K | Buy |
2,086
+3
| +0.1% | +$394 | 0.01% | 419 |
|
|
2024
Q3 | $281K | Buy |
2,083
+4
| +0.2% | +$540 | 0.01% | 407 |
|
|
2024
Q2 | $251K | Buy |
2,079
+3
| +0.1% | +$363 | 0.01% | 418 |
|
|
2024
Q1 | $256K | Buy |
2,076
+2
| +0.1% | +$246 | 0.01% | 380 |
|
|
2023
Q4 | $243K | Buy |
2,074
+8
| +0.4% | +$938 | 0.02% | 377 |
|
|
2023
Q3 | $222K | Hold |
2,066
| – | – | 0.02% | 371 |
|
|
2023
Q2 | $234K | Sell |
2,066
-2,746
| -57% | -$311K | 0.02% | 382 |
|
|
2023
Q1 | $564K | Buy |
4,812
+2,064
| +75% | +$242K | 0.03% | 272 |
|
|
2022
Q4 | $331K | Buy |
+2,748
| New | +$331K | 0.02% | 341 |
|
|
2020
Q2 | – | Sell |
-3,352
| Closed | -$247K | – | 253 |
|
|
2020
Q1 | $247K | Buy |
3,352
+5
| +0.1% | +$368 | 0.04% | 163 |
|
|
2019
Q4 | $354K | Buy |
3,347
+3
| +0.1% | +$317 | 0.05% | 157 |
|
|
2019
Q3 | $341K | Buy |
+3,344
| New | +$341K | 0.06% | 136 |
|