Azimuth Capital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
1,567
| – | – | 0.01% | 293 |
|
|
2025
Q1 | $210K | Sell |
1,567
-196
| -11% | -$26.3K | 0.01% | 293 |
|
|
2024
Q4 | $231K | Sell |
1,763
-100
| -5% | -$13.1K | 0.01% | 291 |
|
|
2024
Q3 | $252K | Buy |
1,863
+196
| +12% | +$26.5K | 0.01% | 285 |
|
|
2024
Q2 | $202K | Hold |
1,667
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $205K | Sell |
1,667
-201
| -11% | -$24.8K | 0.01% | 302 |
|
|
2023
Q4 | $219K | Sell |
1,868
-50
| -3% | -$5.86K | 0.01% | 292 |
|
|
2023
Q3 | $206K | Hold |
1,918
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $217K | Hold |
1,918
| – | – | 0.01% | 290 |
|
|
2023
Q1 | $225K | Sell |
1,918
-566
| -23% | -$66.3K | 0.01% | 290 |
|
|
2022
Q4 | $300K | Sell |
2,484
-1
| -0% | -$121 | 0.02% | 279 |
|
|
2022
Q3 | $266K | Hold |
2,485
| – | – | 0.01% | 281 |
|
|
2022
Q2 | $292K | Buy |
+2,485
| New | +$292K | 0.01% | 282 |
|