Chilton Capital 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 | $248K | Buy |
1,871
+1,811
| +3,018% | +$241K | 0.01% | 206 |
|
|
2025
Q1 | $8.06K | Sell |
60
-60
| -50% | -$8.06K | ﹤0.01% | 467 |
|
|
2024
Q4 | $15.8K | Hold |
120
| – | – | ﹤0.01% | 423 |
|
|
2024
Q3 | $16.2K | Sell |
120
-125
| -51% | -$16.9K | ﹤0.01% | 437 |
|
|
2024
Q2 | $29.6K | Sell |
245
-470
| -66% | -$56.9K | ﹤0.01% | 414 |
|
|
2024
Q1 | $88.1K | Sell |
715
-375
| -34% | -$46.2K | ﹤0.01% | 292 |
|
|
2023
Q4 | $128K | Buy |
1,090
+1,020
| +1,457% | +$120K | 0.01% | 275 |
|
|
2023
Q3 | $7.54K | Hold |
70
| – | – | ﹤0.01% | 439 |
|
|
2023
Q2 | $7.93K | Hold |
70
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $8.2K | Buy |
+70
| New | +$8.2K | ﹤0.01% | 467 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$8K | – | 321 |
|
|
2022
Q2 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 485 |
|
|
2022
Q1 | – | Sell |
-70
| Closed | -$9K | – | 322 |
|
|
2021
Q4 | $9K | Buy |
+70
| New | +$9K | ﹤0.01% | 507 |
|