Benjamin Edwards Inc’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 | $1.45M | Sell |
10,921
-95
| -0.9% | -$12.6K | 0.02% | 520 |
|
2025
Q1 | $1.48M | Sell |
11,016
-105
| -0.9% | -$14.1K | 0.02% | 486 |
|
2024
Q4 | $1.46M | Buy |
11,121
+73
| +0.7% | +$9.59K | 0.02% | 506 |
|
2024
Q3 | $1.49M | Buy |
+11,048
| New | +$1.49M | 0.02% | 493 |
|
2023
Q1 | – | Sell |
-46
| Closed | -$6K | – | 702 |
|
2022
Q4 | $6K | Hold |
46
| – | – | ﹤0.01% | 625 |
|
2022
Q3 | $5K | Buy |
46
+1
| +2% | +$109 | ﹤0.01% | 612 |
|
2022
Q2 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 619 |
|