Cornell Pochily Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
13,718
+122
| +0.9% | +$16.2K | 0.6% | 52 |
|
|
2025
Q1 | $1.83M | Sell |
13,596
-200
| -1% | -$26.9K | 0.64% | 45 |
|
|
2024
Q4 | $1.81M | Buy |
13,796
+152
| +1% | +$20K | 0.63% | 42 |
|
|
2024
Q3 | $1.84M | Buy |
13,644
+15
| +0.1% | +$2.03K | 0.64% | 42 |
|
|
2024
Q2 | $1.65M | Sell |
13,629
-167
| -1% | -$20.2K | 0.63% | 43 |
|
|
2024
Q1 | $1.7M | Sell |
13,796
-535
| -4% | -$65.9K | 0.67% | 44 |
|
|
2023
Q4 | $1.68M | Sell |
14,331
-1,172
| -8% | -$137K | 0.7% | 44 |
|
|
2023
Q3 | $1.67M | Sell |
15,503
-3,400
| -18% | -$366K | 0.73% | 39 |
|
|
2023
Q2 | $2.14M | Buy |
18,903
+39
| +0.2% | +$4.42K | 0.88% | 28 |
|
|
2023
Q1 | $2.21M | Buy |
18,864
+168
| +0.9% | +$19.7K | 0.95% | 27 |
|
|
2022
Q4 | $2.25M | Buy |
18,696
+8
| +0% | +$965 | 1.01% | 23 |
|
|
2022
Q3 | $2M | Buy |
18,688
+147
| +0.8% | +$15.8K | 0.88% | 27 |
|
|
2022
Q2 | $2.18M | Buy |
18,541
+7
| +0% | +$824 | 0.97% | 26 |
|
|
2022
Q1 | $2.38M | Sell |
18,534
-9
| -0% | -$1.15K | 0.92% | 31 |
|
|
2021
Q4 | $2.27M | Buy |
18,543
+71
| +0.4% | +$8.7K | 0.88% | 35 |
|
|
2021
Q3 | $2.12M | Buy |
18,472
+420
| +2% | +$48.2K | 0.92% | 34 |
|
|
2021
Q2 | $2.11M | Sell |
18,052
-271
| -1% | -$31.6K | 0.93% | 32 |
|
|
2021
Q1 | $2.09M | Buy |
18,323
+6
| +0% | +$685 | 1% | 30 |
|
|
2020
Q4 | $1.76M | Buy |
18,317
+1,641
| +10% | +$158K | 0.85% | 33 |
|
|
2020
Q3 | $1.36M | Sell |
16,676
-1,029
| -6% | -$83.9K | 0.78% | 36 |
|
|
2020
Q2 | $1.43M | Sell |
17,705
-341
| -2% | -$27.5K | 0.89% | 32 |
|
|
2020
Q1 | $1.33M | Buy |
18,046
+757
| +4% | +$55.7K | 0.98% | 27 |
|
|
2019
Q4 | $1.83M | Sell |
17,289
-67
| -0.4% | -$7.08K | 1.09% | 24 |
|
|
2019
Q3 | $1.77M | Buy |
17,356
+1,073
| +7% | +$109K | 1.13% | 23 |
|
|
2019
Q2 | $1.62K | Buy |
16,283
+537
| +3% | +$53 | 0.41% | 35 |
|
|
2019
Q1 | $1.55M | Buy |
15,746
+268
| +2% | +$26.3K | 1.05% | 27 |
|
|
2018
Q4 | $1.38M | Buy |
15,478
+491
| +3% | +$43.8K | 0.89% | 31 |
|
|
2018
Q3 | $1.5M | Sell |
14,987
-51
| -0.3% | -$5.09K | 1.01% | 29 |
|
|
2018
Q2 | $1.47M | Sell |
15,038
-148
| -1% | -$14.5K | 1.01% | 27 |
|
|
2018
Q1 | $1.44M | Buy |
15,186
+671
| +5% | +$63.8K | 1.02% | 27 |
|
|
2017
Q4 | $1.43M | Buy |
+14,515
| New | +$1.43M | 0.92% | 28 |
|