Coppell Advisory Solutions’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
Q1 | – | Sell |
-1,543
| Closed | -$202K | – | 747 |
|
|
2024
Q4 | $202K | Sell |
1,543
-110
| -7% | -$14.4K | 0.03% | 272 |
|
|
2024
Q3 | $223K | Sell |
1,653
-1,079
| -39% | -$145K | 0.03% | 266 |
|
|
2024
Q2 | $331K | Buy |
+2,732
| New | +$331K | 0.05% | 194 |
|
|
2023
Q4 | $516K | Sell |
4,405
-49,286
| -92% | -$5.78M | 0.1% | 154 |
|
|
2023
Q3 | $6.48M | Buy |
53,691
+20,336
| +61% | +$2.45M | 2.23% | 4 |
|
|
2023
Q2 | $3.76M | Sell |
33,355
-29,921
| -47% | -$3.37M | 1.06% | 20 |
|
|
2023
Q1 | $7.34M | Buy |
63,276
+9,585
| +18% | +$1.11M | 2.41% | 3 |
|
|
2022
Q4 | $6.48M | Buy |
+53,691
| New | +$6.48M | 2.19% | 4 |
|
|
2020
Q4 | $305K | Buy |
+3,170
| New | +$305K | 0.15% | 128 |
|