CVA Family Office’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 | $906K | Buy |
6,820
+13
| +0.2% | +$1.73K | 0.13% | 107 |
|
|
2025
Q1 | $914K | Sell |
6,807
-40
| -0.6% | -$5.37K | 0.14% | 104 |
|
|
2024
Q4 | $899K | Sell |
6,847
-136
| -2% | -$17.9K | 0.14% | 97 |
|
|
2024
Q3 | $943K | Buy |
6,983
+9
| +0.1% | +$1.22K | 0.15% | 94 |
|
|
2024
Q2 | $844K | Buy |
6,974
+235
| +3% | +$28.4K | 0.15% | 93 |
|
|
2024
Q1 | $830K | Sell |
6,739
-253
| -4% | -$31.2K | 0.15% | 98 |
|
|
2023
Q4 | $820K | Buy |
6,992
+18
| +0.3% | +$2.11K | 0.16% | 93 |
|
|
2023
Q3 | $751K | Sell |
6,974
-800
| -10% | -$86.1K | 0.17% | 95 |
|
|
2023
Q2 | $881K | Sell |
7,774
-194
| -2% | -$22K | 0.18% | 84 |
|
|
2023
Q1 | $934K | Buy |
7,968
+6
| +0.1% | +$703 | 0.21% | 76 |
|
|
2022
Q4 | $960K | Sell |
7,962
-184
| -2% | -$22.2K | 0.23% | 70 |
|
|
2022
Q3 | $873K | Hold |
8,146
| – | – | 0.24% | 73 |
|
|
2022
Q2 | $959K | Buy |
8,146
+5
| +0.1% | +$589 | 0.26% | 63 |
|
|
2022
Q1 | $1.04M | Sell |
8,141
-1,495
| -16% | -$192K | 0.25% | 66 |
|
|
2021
Q4 | $1.18M | Sell |
9,636
-5,522
| -36% | -$677K | 0.29% | 53 |
|
|
2021
Q3 | $1.24M | Buy |
15,158
+3,884
| +34% | +$317K | 0.89% | 30 |
|
|
2021
Q2 | $1.32M | Buy |
11,274
+12
| +0.1% | +$1.4K | 0.37% | 47 |
|
|
2021
Q1 | $1.29M | Sell |
11,262
-2,100
| -16% | -$240K | 0.49% | 43 |
|
|
2020
Q4 | $1.29M | Sell |
13,362
-1,796
| -12% | -$173K | 0.79% | 32 |
|
|
2020
Q3 | $1.24M | Sell |
15,158
-2,091
| -12% | -$171K | 0.89% | 30 |
|
|
2020
Q2 | $1.39M | Sell |
17,249
-6,690
| -28% | -$540K | 1.14% | 22 |
|
|
2020
Q1 | $1.76M | Sell |
23,939
-4,443
| -16% | -$327K | 1.79% | 13 |
|
|
2019
Q4 | $3M | Buy |
+28,382
| New | +$3M | 2.76% | 10 |
|