Courier Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,192
| Closed | -$235K | – | 293 |
|
|
2022
Q3 | $235K | Buy |
2,192
+60
| +3% | +$6.43K | 0.03% | 250 |
|
|
2022
Q2 | $251K | Buy |
2,132
+200
| +10% | +$23.5K | 0.03% | 247 |
|
|
2022
Q1 | $248K | Sell |
1,932
-75
| -4% | -$9.63K | 0.02% | 262 |
|
|
2021
Q4 | $246K | Hold |
2,007
| – | – | 0.02% | 275 |
|
|
2021
Q3 | $230K | Hold |
2,007
| – | – | 0.02% | 282 |
|
|
2021
Q2 | $234K | Hold |
2,007
| – | – | 0.02% | 287 |
|
|
2021
Q1 | $229K | Buy |
+2,007
| New | +$229K | 0.02% | 290 |
|