Brown Miller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,595
| Closed | -$304K | – | 122 |
|
|
2023
Q1 | $304K | Sell |
2,595
-75
| -3% | -$8.79K | 0.18% | 96 |
|
|
2022
Q4 | $322K | Hold |
2,670
| – | – | 0.2% | 93 |
|
|
2022
Q3 | $286K | Buy |
2,670
+71
| +3% | +$7.61K | 0.2% | 96 |
|
|
2022
Q2 | $305K | Hold |
2,599
| – | – | 0.21% | 92 |
|
|
2022
Q1 | $333K | Buy |
+2,599
| New | +$333K | 0.19% | 88 |
|