Cyrus J. Lawrence’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
Q1 | – | Sell |
-1,680
| Closed | -$220K | – | 87 |
|
|
2024
Q4 | $220K | Buy |
1,680
+1,480
| +740% | +$194K | 0.04% | 67 |
|
|
2024
Q3 | $27K | Hold |
200
| – | – | 0.01% | 135 |
|
|
2024
Q2 | $24K | Hold |
200
| – | – | ﹤0.01% | 135 |
|
|
2024
Q1 | $24K | Buy |
+200
| New | +$24K | 0.01% | 130 |
|
|
2023
Q3 | – | Sell |
-623
| Closed | -$70 | – | 137 |
|
|
2023
Q2 | $70 | Hold |
623
| – | – | 0.02% | 92 |
|
|
2023
Q1 | $73K | Hold |
623
| – | – | 0.02% | 94 |
|
|
2022
Q4 | $75K | Hold |
623
| – | – | 0.02% | 96 |
|
|
2022
Q3 | $66K | Hold |
623
| – | – | 0.01% | 99 |
|
|
2022
Q2 | $73K | Hold |
623
| – | – | 0.02% | 123 |
|
|
2022
Q1 | $80K | Buy |
+623
| New | +$80K | 0.02% | 122 |
|