Balboa Wealth Partners’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $396K | Buy |
13,809
+233
| +2% | +$6.68K | 0.08% | 196 |
|
2025
Q1 | $370K | Sell |
13,576
-10,615
| -44% | -$290K | 0.09% | 166 |
|
2024
Q4 | $625K | Sell |
24,191
-9,786
| -29% | -$253K | 0.14% | 119 |
|
2024
Q3 | $975K | Sell |
33,977
-28
| -0.1% | -$804 | 0.24% | 77 |
|
2024
Q2 | $924K | Buy |
34,005
+6,281
| +23% | +$171K | 0.24% | 78 |
|
2024
Q1 | $725K | Buy |
27,724
+63
| +0.2% | +$1.65K | 0.21% | 85 |
|
2023
Q4 | $733K | Buy |
+27,661
| New | +$733K | 0.24% | 79 |
|
2023
Q2 | – | Sell |
-8,644
| Closed | -$212K | – | 310 |
|
2023
Q1 | $212K | Buy |
+8,644
| New | +$212K | 0.08% | 219 |
|