Capasso Planning Partners’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 | – | Sell |
-1,643
| Closed | -$221K | – | 86 |
|
|
2025
Q1 | $221K | Buy |
1,643
+13
| +0.8% | +$1.75K | 0.09% | 96 |
|
|
2024
Q4 | $214K | Buy |
1,630
+16
| +1% | +$2.1K | 0.09% | 98 |
|
|
2024
Q3 | $218K | Sell |
1,614
-119
| -7% | -$16.1K | 0.06% | 142 |
|
|
2024
Q2 | $210K | Buy |
1,733
+12
| +0.7% | +$1.45K | 0.07% | 138 |
|
|
2024
Q1 | $212K | Buy |
+1,721
| New | +$212K | 0.09% | 107 |
|