Cassady Schiller 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
Q4 | – | Sell |
-325
| Closed | -$35K | – | 445 |
|
|
2023
Q3 | $35K | Sell |
325
-700
| -68% | -$75.3K | 0.02% | 221 |
|
|
2023
Q2 | $116K | Hold |
1,025
| – | – | 0.06% | 136 |
|
|
2023
Q1 | $120K | Hold |
1,025
| – | – | 0.06% | 134 |
|
|
2022
Q4 | $124K | Buy |
+1,025
| New | +$124K | 0.08% | 121 |
|
|
2022
Q1 | – | Sell |
-1,025
| Closed | -$126K | – | 245 |
|
|
2021
Q4 | $126K | Buy |
+1,025
| New | +$126K | 0.08% | 122 |
|