Cora Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,935
| Closed | -$234K | – | 104 |
|
|
2024
Q2 | $234K | Hold |
1,935
| – | – | 0.12% | 84 |
|
|
2024
Q1 | $238K | Hold |
1,935
| – | – | 0.13% | 82 |
|
|
2023
Q4 | $227K | Hold |
1,935
| – | – | 0.13% | 84 |
|
|
2023
Q3 | $208K | Hold |
1,935
| – | – | 0.14% | 84 |
|
|
2023
Q2 | $219K | Hold |
1,935
| – | – | 0.15% | 87 |
|
|
2023
Q1 | $227K | Hold |
1,935
| – | – | 0.17% | 82 |
|
|
2022
Q4 | $233K | Buy |
+1,935
| New | +$233K | 0.16% | 68 |
|