Courage Miller 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 | $371K | Buy |
2,795
+621
| +29% | +$82.5K | 0.12% | 64 |
|
|
2025
Q1 | $292K | Sell |
2,174
-2
| -0.1% | -$269 | 0.1% | 69 |
|
|
2024
Q4 | $286K | Sell |
2,176
-3
| -0.1% | -$394 | 0.1% | 70 |
|
|
2024
Q3 | $294K | Sell |
2,179
-29
| -1% | -$3.92K | 0.1% | 70 |
|
|
2024
Q2 | $267K | Hold |
2,208
| – | – | 0.1% | 71 |
|
|
2024
Q1 | $272K | Sell |
2,208
-27
| -1% | -$3.33K | 0.09% | 78 |
|
|
2023
Q4 | $262K | Sell |
2,235
-373
| -14% | -$43.7K | 0.1% | 72 |
|
|
2023
Q3 | $281K | Sell |
2,608
-56
| -2% | -$6.03K | 0.12% | 68 |
|
|
2023
Q2 | $302K | Sell |
2,664
-9
| -0.3% | -$1.02K | 0.13% | 68 |
|
|
2023
Q1 | $313K | Sell |
2,673
-469
| -15% | -$55K | 0.13% | 67 |
|
|
2022
Q4 | $379K | Sell |
3,142
-232
| -7% | -$28K | 0.17% | 59 |
|
|
2022
Q3 | $362K | Hold |
3,374
| – | – | 0.18% | 58 |
|
|
2022
Q2 | $397K | Sell |
3,374
-777
| -19% | -$91.4K | 0.19% | 58 |
|
|
2022
Q1 | $532K | Sell |
4,151
-5
| -0.1% | -$641 | 0.21% | 55 |
|
|
2021
Q4 | $509K | Sell |
4,156
-18
| -0.4% | -$2.21K | 0.19% | 60 |
|
|
2021
Q3 | $479K | Sell |
4,174
-110
| -3% | -$12.6K | 0.19% | 62 |
|
|
2021
Q2 | $500K | Buy |
4,284
+273
| +7% | +$31.9K | 0.2% | 61 |
|
|
2021
Q1 | $458K | Sell |
4,011
-162
| -4% | -$18.5K | 0.2% | 64 |
|
|
2020
Q4 | $401K | Buy |
4,173
+397
| +11% | +$38.1K | 0.18% | 65 |
|
|
2020
Q3 | $305K | Hold |
3,776
| – | – | 0.16% | 66 |
|
|
2020
Q2 | $304K | Buy |
+3,776
| New | +$304K | 0.16% | 66 |
|
|
2020
Q1 | – | Sell |
-3,039
| Closed | -$321K | – | 68 |
|
|
2019
Q4 | $321K | Buy |
3,039
+154
| +5% | +$16.3K | 0.17% | 65 |
|
|
2019
Q3 | $294K | Sell |
2,885
-304
| -10% | -$31K | 0.16% | 65 |
|
|
2019
Q2 | $317K | Buy |
3,189
+59
| +2% | +$5.87K | 0.17% | 64 |
|
|
2019
Q1 | $307K | Buy |
3,130
+27
| +0.9% | +$2.65K | 0.17% | 65 |
|
|
2018
Q4 | $277K | Buy |
3,103
+192
| +7% | +$17.1K | 0.16% | 64 |
|
|
2018
Q3 | $290K | Buy |
2,911
+2
| +0.1% | +$199 | 0.17% | 64 |
|
|
2018
Q2 | $284K | Buy |
2,909
+195
| +7% | +$19K | 0.17% | 62 |
|
|
2018
Q1 | $258K | Buy |
2,714
+98
| +4% | +$9.32K | 0.16% | 63 |
|
|
2017
Q4 | $257K | Sell |
2,616
-219
| -8% | -$21.5K | 0.16% | 62 |
|
|
2017
Q3 | $265K | Sell |
2,835
-118
| -4% | -$11K | 0.17% | 62 |
|
|
2017
Q2 | $272K | Buy |
+2,953
| New | +$272K | 0.18% | 61 |
|
|
2017
Q1 | – | Sell |
-3,146
| Closed | -$279K | – | 62 |
|
|
2016
Q4 | $279K | Buy |
3,146
+338
| +12% | +$30K | 0.19% | 61 |
|
|
2016
Q3 | $241K | Buy |
2,808
+2
| +0.1% | +$172 | 0.17% | 63 |
|
|
2016
Q2 | $239K | Sell |
2,806
-42
| -1% | -$3.58K | 0.17% | 63 |
|
|
2016
Q1 | $233K | Buy |
2,848
+12
| +0.4% | +$982 | 0.16% | 63 |
|
|
2015
Q4 | $213K | Buy |
+2,836
| New | +$213K | 0.15% | 66 |
|