Cornerstone Wealth Group’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 | $968K | Sell |
7,286
-182
| -2% | -$24.2K | 0.07% | 140 |
|
|
2025
Q1 | $1M | Sell |
7,468
-1,099
| -13% | -$148K | 0.08% | 137 |
|
|
2024
Q4 | $1.12M | Buy |
8,567
+62
| +0.7% | +$8.14K | 0.09% | 125 |
|
|
2024
Q3 | $1.15M | Sell |
8,505
-20
| -0.2% | -$2.7K | 0.1% | 125 |
|
|
2024
Q2 | $1.03M | Sell |
8,525
-258
| -3% | -$31.2K | 0.09% | 125 |
|
|
2024
Q1 | $1.08M | Buy |
+8,783
| New | +$1.08M | 0.1% | 119 |
|