BIP
Bouvel Investment Partners’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
2,335
-17,071
| -88% | -$2.27M | 0.1% | 73 |
|
|
2025
Q1 | $2.62M | Sell |
19,406
-6,830
| -26% | -$923K | 0.99% | 47 |
|
|
2024
Q4 | $3.44M | Buy |
26,236
+6,830
| +35% | +$897K | 1.24% | 31 |
|
|
2024
Q3 | $2.62M | Buy |
19,406
+429
| +2% | +$57.9K | 0.99% | 47 |
|
|
2024
Q2 | $2.3M | Buy |
18,977
+602
| +3% | +$72.8K | 0.89% | 47 |
|
|
2024
Q1 | $2.26M | Sell |
18,375
-672
| -4% | -$82.8K | 0.98% | 45 |
|
|
2023
Q4 | $2.23M | Buy |
19,047
+186
| +1% | +$21.8K | 1.04% | 44 |
|
|
2023
Q3 | $2.03M | Buy |
18,861
+45
| +0.2% | +$4.84K | 1.1% | 42 |
|
|
2023
Q2 | $2.13M | Sell |
18,816
-496
| -3% | -$56.2K | 1.17% | 42 |
|
|
2023
Q1 | $2.26M | Buy |
19,312
+213
| +1% | +$25K | 1.32% | 31 |
|
|
2022
Q4 | $2.3M | Sell |
19,099
-308
| -2% | -$37.1K | 1.49% | 27 |
|
|
2022
Q3 | $2.08M | Sell |
19,407
-266
| -1% | -$28.5K | 1.39% | 29 |
|
|
2022
Q2 | $2.32M | Buy |
19,673
+985
| +5% | +$116K | 1.74% | 23 |
|
|
2022
Q1 | $2.39M | Buy |
18,688
+371
| +2% | +$47.5K | 1.46% | 28 |
|
|
2021
Q4 | $2.25M | Buy |
18,317
+1,131
| +7% | +$139K | 1.26% | 33 |
|
|
2021
Q3 | $1.97M | Buy |
17,186
+337
| +2% | +$38.7K | 1.11% | 46 |
|
|
2021
Q2 | $1.97M | Buy |
16,849
+253
| +2% | +$29.5K | 1.11% | 48 |
|
|
2021
Q1 | $1.89M | Sell |
16,596
-898
| -5% | -$102K | 1.22% | 42 |
|
|
2020
Q4 | $1.68M | Buy |
+17,494
| New | +$1.68M | 1.19% | 37 |
|