Darwin Wealth Management’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 | – | Sell |
-6
| Closed | -$787 | – | 629 |
|
2025
Q1 | $787 | Hold |
6
| – | – | ﹤0.01% | 571 |
|
2024
Q4 | $787 | Hold |
6
| – | – | ﹤0.01% | 571 |
|
2024
Q3 | $810 | Buy |
+6
| New | +$810 | ﹤0.01% | 572 |
|
2020
Q2 | – | Sell |
-422
| Closed | -$30K | – | 301 |
|
2020
Q1 | $30K | Buy |
+422
| New | +$30K | 0.01% | 299 |
|