Cherry Tree 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 | $152K | Hold |
1,145
| – | – | 0.04% | 180 |
|
|
2025
Q1 | $154K | Hold |
1,145
| – | – | 0.04% | 175 |
|
|
2024
Q4 | $150K | Hold |
1,145
| – | – | 0.04% | 171 |
|
|
2024
Q3 | $155K | Hold |
1,145
| – | – | 0.04% | 176 |
|
|
2024
Q2 | $139K | Sell |
1,145
-1,518
| -57% | -$184K | 0.03% | 179 |
|
|
2024
Q1 | $328K | Hold |
2,663
| – | – | 0.08% | 122 |
|
|
2023
Q4 | $312K | Hold |
2,663
| – | – | 0.08% | 120 |
|
|
2023
Q3 | $287K | Sell |
2,663
-1,096
| -29% | -$118K | 0.08% | 120 |
|
|
2023
Q2 | $426K | Buy |
+3,759
| New | +$426K | 0.12% | 91 |
|