Center for Financial Planning’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 | $8.1K | Hold |
61
| – | – | ﹤0.01% | 482 |
|
|
2025
Q1 | $8.19K | Hold |
61
| – | – | ﹤0.01% | 491 |
|
|
2024
Q4 | $8.01K | Hold |
61
| – | – | ﹤0.01% | 448 |
|
|
2024
Q3 | $8.24K | Hold |
61
| – | – | ﹤0.01% | 419 |
|
|
2024
Q2 | $7.38K | Hold |
61
| – | – | ﹤0.01% | 423 |
|
|
2024
Q1 | $7.51K | Hold |
61
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $7.15K | Buy |
+61
| New | +$7.15K | ﹤0.01% | 404 |
|
|
2023
Q1 | – | Sell |
-765
| Closed | -$92.3K | – | 543 |
|
|
2022
Q4 | $92.3K | Hold |
765
| – | – | 0.02% | 168 |
|
|
2022
Q3 | $82K | Hold |
765
| – | – | 0.02% | 172 |
|
|
2022
Q2 | $90K | Hold |
765
| – | – | 0.02% | 170 |
|
|
2022
Q1 | $98K | Hold |
765
| – | – | 0.02% | 178 |
|
|
2021
Q4 | $94K | Hold |
765
| – | – | 0.02% | 177 |
|
|
2021
Q3 | $88K | Hold |
765
| – | – | 0.02% | 170 |
|
|
2021
Q2 | $89K | Hold |
765
| – | – | 0.02% | 171 |
|
|
2021
Q1 | $87K | Hold |
765
| – | – | 0.02% | 173 |
|
|
2020
Q4 | $74K | Hold |
765
| – | – | 0.02% | 171 |
|
|
2020
Q3 | $62K | Hold |
765
| – | – | 0.02% | 170 |
|
|
2020
Q2 | $62K | Hold |
765
| – | – | 0.02% | 171 |
|
|
2020
Q1 | $56K | Hold |
765
| – | – | 0.02% | 165 |
|
|
2019
Q4 | $81K | Buy |
+765
| New | +$81K | 0.02% | 153 |
|