Beaird Harris Wealth 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 | $85.3K | Hold |
642
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $86.2K | Hold |
642
| – | – | 0.01% | 177 |
|
|
2024
Q4 | $84.3K | Buy |
642
+525
| +449% | +$68.9K | 0.01% | 188 |
|
|
2024
Q3 | $15.8K | Hold |
117
| – | – | ﹤0.01% | 307 |
|
|
2024
Q2 | $14.2K | Sell |
117
-138
| -54% | -$16.7K | ﹤0.01% | 336 |
|
|
2024
Q1 | $31.4K | Hold |
255
| – | – | ﹤0.01% | 238 |
|
|
2023
Q4 | $29.9K | Hold |
255
| – | – | ﹤0.01% | 227 |
|
|
2023
Q3 | $27.4K | Hold |
255
| – | – | ﹤0.01% | 212 |
|
|
2023
Q2 | $28.9K | Hold |
255
| – | – | ﹤0.01% | 203 |
|
|
2023
Q1 | $29.9K | Hold |
255
| – | – | 0.01% | 200 |
|
|
2022
Q4 | $30.8K | Hold |
255
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $27K | Hold |
255
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $30K | Buy |
255
+155
| +155% | +$18.2K | 0.01% | 174 |
|
|
2022
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 361 |
|
|
2021
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 429 |
|