CFO4Life Group’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 | $252K | Hold |
1,900
| – | – | 0.04% | 188 |
|
|
2025
Q1 | $255K | Sell |
1,900
-104
| -5% | -$14K | 0.04% | 171 |
|
|
2024
Q4 | $263K | Sell |
2,004
-280
| -12% | -$36.8K | 0.05% | 169 |
|
|
2024
Q3 | $309K | Buy |
2,284
+84
| +4% | +$11.3K | 0.05% | 160 |
|
|
2024
Q2 | $266K | Hold |
2,200
| – | – | 0.05% | 160 |
|
|
2024
Q1 | $271K | Hold |
2,200
| – | – | 0.05% | 155 |
|
|
2023
Q4 | $258K | Hold |
2,200
| – | – | 0.05% | 149 |
|
|
2023
Q3 | $237K | Hold |
2,200
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $249K | Sell |
2,200
-100
| -4% | -$11.3K | 0.05% | 141 |
|
|
2023
Q1 | $270K | Hold |
2,300
| – | – | 0.06% | 132 |
|
|
2022
Q4 | $277K | Sell |
2,300
-410
| -15% | -$49.4K | 0.06% | 139 |
|
|
2022
Q3 | $291K | Hold |
2,710
| – | – | 0.08% | 110 |
|
|
2022
Q2 | $316K | Hold |
2,710
| – | – | 0.08% | 109 |
|
|
2022
Q1 | $347K | Hold |
2,710
| – | – | 0.07% | 111 |
|
|
2021
Q4 | $332K | Buy |
+2,710
| New | +$332K | 0.07% | 115 |
|