Blume Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
– Sell
-250
Closed -$27K – 322
2022
Q3
$27K Sell
250
-394
-61% -$47.2K 0.01% 184
2022
Q2
$76K Buy
+644
New +$80.6K 0.03% 140
2020
Q2
– Sell
-315
Closed -$23K – 222
2020
Q1
$23K Buy
+315
New +$30.1K 0.01% 141

Other funds holding DVY

Blume Capital Management's DVY Position: Q4 2022 in Review

Blume Capital Management sold out of iShares Select Dividend ETF (DVY) in Q4 2022, closing a stake of 250 shares — an estimated $27K sold.

Blume Capital Management first reported a position in DVY in Q1 2020 and held it in 3 quarters. The position peaked at $76K in Q2 2022. 1,243 funds tracked by Wall St. Rank hold DVY as of Q4 2022.

  • Blume Capital Management reported no remaining iShares Select Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Blume Capital Management sold 250 iShares Select Dividend ETF shares in Q4 2022, an estimated $27K.
  • Blume Capital Management first reported a position in iShares Select Dividend ETF in Q1 2020 and held it in 3 quarters.
  • Blume Capital Management's iShares Select Dividend ETF position peaked at $76K in Q2 2022.
  • 1,243 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2022.

Based on Blume Capital Management's 13F filing for Q4 2022, filed 8 Feb 2023.