BA
Bellwether Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2K | Hold |
77
| – | – | ﹤0.01% | 367 |
|
|
2025
Q1 | $10.3K | Hold |
77
| – | – | ﹤0.01% | 318 |
|
|
2024
Q4 | $10.1K | Buy |
+77
| New | +$10.1K | ﹤0.01% | 339 |
|
|
2023
Q2 | – | Sell |
-77
| Closed | -$9.02K | – | 200 |
|
|
2023
Q1 | $9.02K | Hold |
77
| – | – | ﹤0.01% | 279 |
|
|
2022
Q4 | $9.29K | Sell |
77
-120
| -61% | -$14.5K | ﹤0.01% | 276 |
|
|
2022
Q3 | $21K | Hold |
197
| – | – | 0.01% | 217 |
|
|
2022
Q2 | $23K | Sell |
197
-581
| -75% | -$67.8K | 0.01% | 207 |
|
|
2022
Q1 | $99K | Hold |
778
| – | – | 0.03% | 158 |
|
|
2021
Q4 | $95K | Buy |
778
+581
| +295% | +$70.9K | 0.03% | 155 |
|
|
2021
Q3 | $22K | Sell |
197
-637
| -76% | -$71.1K | 0.01% | 237 |
|
|
2021
Q2 | $97K | Sell |
834
-24
| -3% | -$2.79K | 0.03% | 154 |
|
|
2021
Q1 | $97K | Hold |
858
| – | – | 0.04% | 137 |
|
|
2020
Q4 | $82K | Buy |
+858
| New | +$82K | 0.04% | 136 |
|