Cascade Financial 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 | $2.11M | Hold |
15,883
| – | – | 0.25% | 75 |
|
|
2025
Q1 | $2.13M | Buy |
15,883
+233
| +1% | +$31.3K | 0.27% | 69 |
|
|
2024
Q4 | $2.05M | Hold |
15,650
| – | – | 0.27% | 65 |
|
|
2024
Q3 | $2.12M | Buy |
15,650
+400
| +3% | +$54.1K | 0.27% | 61 |
|
|
2024
Q2 | $1.84M | Sell |
15,250
-1,549
| -9% | -$187K | 0.24% | 66 |
|
|
2024
Q1 | $1.97M | Buy |
+16,799
| New | +$1.97M | 0.28% | 58 |
|