Coston McIsaac & Partners’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 | $72K | Hold |
549
| – | – | 0.02% | 246 |
|
|
2025
Q1 | $73K | Hold |
549
| – | – | 0.02% | 225 |
|
|
2024
Q4 | $72K | Hold |
549
| – | – | 0.02% | 229 |
|
|
2024
Q3 | $74 | Hold |
549
| – | – | 0.02% | 226 |
|
|
2024
Q2 | $66K | Hold |
549
| – | – | 0.02% | 224 |
|
|
2024
Q1 | $67K | Hold |
549
| – | – | 0.02% | 226 |
|
|
2023
Q4 | $64K | Hold |
549
| – | – | 0.02% | 223 |
|
|
2023
Q3 | $59K | Hold |
549
| – | – | 0.02% | 222 |
|
|
2023
Q2 | $62K | Hold |
549
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $64K | Sell |
549
-91
| -14% | -$10.6K | 0.02% | 230 |
|
|
2022
Q4 | $77 | Buy |
640
+91
| +17% | +$11 | 0.03% | 199 |
|
|
2022
Q3 | $58K | Hold |
549
| – | – | 0.03% | 198 |
|
|
2022
Q2 | $65K | Buy |
+549
| New | +$65K | 0.04% | 116 |
|