BIP Wealth’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 | $607K | Sell |
4,572
-1,105
| -19% | -$147K | 0.04% | 137 |
|
|
2025
Q1 | $762K | Sell |
5,677
-350
| -6% | -$47K | 0.05% | 120 |
|
|
2024
Q4 | $791K | Buy |
6,027
+1,151
| +24% | +$151K | 0.05% | 116 |
|
|
2024
Q3 | $659K | Sell |
4,876
-1,906
| -28% | -$257K | 0.04% | 123 |
|
|
2024
Q2 | $821K | Buy |
6,782
+1,840
| +37% | +$223K | 0.07% | 88 |
|
|
2024
Q1 | $609K | Hold |
4,942
| – | – | 0.04% | 115 |
|
|
2023
Q4 | $579K | Buy |
4,942
+190
| +4% | +$22.3K | 0.05% | 111 |
|
|
2023
Q3 | $512K | Sell |
4,752
-423
| -8% | -$45.5K | 0.05% | 108 |
|
|
2023
Q2 | $586K | Sell |
5,175
-671
| -11% | -$76K | 0.05% | 96 |
|
|
2023
Q1 | $685K | Buy |
+5,846
| New | +$685K | 0.08% | 92 |
|