Chemistry 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
1,657
-28
| -2% | -$3.72K | 0.05% | 181 |
|
|
2025
Q1 | $226K | Hold |
1,685
| – | – | 0.05% | 168 |
|
|
2024
Q4 | $221K | Hold |
1,685
| – | – | 0.05% | 164 |
|
|
2024
Q3 | $228K | Hold |
1,685
| – | – | 0.05% | 160 |
|
|
2024
Q2 | $204K | Hold |
1,685
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $208K | Sell |
1,685
-25
| -1% | -$3.08K | 0.06% | 156 |
|
|
2023
Q4 | $200K | Buy |
+1,710
| New | +$200K | 0.06% | 148 |
|
|
2023
Q2 | – | Sell |
-1,710
| Closed | -$200K | – | 145 |
|
|
2023
Q1 | $200K | Hold |
1,710
| – | – | 0.07% | 137 |
|
|
2022
Q4 | $206K | Buy |
+1,710
| New | +$206K | 0.08% | 132 |
|