Clear Harbor Asset 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 | $511K | Hold |
3,844
| – | – | 0.04% | 269 |
|
|
2025
Q1 | $516K | Buy |
+3,844
| New | +$516K | 0.04% | 251 |
|
|
2020
Q4 | – | Sell |
-574
| Closed | -$46.8K | – | 416 |
|
|
2020
Q3 | $46.8K | Buy |
+574
| New | +$46.8K | 0.01% | 396 |
|
|
2020
Q1 | – | Sell |
-610
| Closed | -$64.5K | – | 372 |
|
|
2019
Q4 | $64.5K | Buy |
+610
| New | +$64.5K | 0.01% | 383 |
|