Caldwell Sutter Capital’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 | $100K | Hold |
756
| – | – | 0.05% | 278 |
|
|
2025
Q1 | $102K | Hold |
756
| – | – | 0.05% | 272 |
|
|
2024
Q4 | $99.3K | Hold |
756
| – | – | 0.05% | 277 |
|
|
2024
Q3 | $102K | Hold |
756
| – | – | 0.05% | 279 |
|
|
2024
Q2 | $91.5K | Buy |
756
+20
| +3% | +$2.42K | 0.05% | 279 |
|
|
2024
Q1 | $90.7K | Buy |
736
+50
| +7% | +$6.16K | 0.04% | 285 |
|
|
2023
Q4 | $80.4K | Buy |
686
+386
| +129% | +$45.2K | 0.04% | 294 |
|
|
2023
Q3 | $32.3K | Hold |
300
| – | – | 0.02% | 376 |
|
|
2023
Q2 | $34K | Buy |
+300
| New | +$34K | 0.02% | 371 |
|