Daymark Wealth 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 | $671K | Sell |
5,051
-41
| -0.8% | -$5.45K | 0.03% | 310 |
|
|
2025
Q1 | $684K | Sell |
5,092
-120
| -2% | -$16.1K | 0.03% | 295 |
|
|
2024
Q4 | $684K | Sell |
5,212
-341
| -6% | -$44.8K | 0.03% | 284 |
|
|
2024
Q3 | $750K | Sell |
5,553
-1,035
| -16% | -$140K | 0.03% | 283 |
|
|
2024
Q2 | $797K | Buy |
6,588
+3,986
| +153% | +$482K | 0.04% | 269 |
|
|
2024
Q1 | $321K | Hold |
2,602
| – | – | 0.02% | 333 |
|
|
2023
Q4 | $305K | Buy |
2,602
+254
| +11% | +$29.8K | 0.02% | 317 |
|
|
2023
Q3 | $253K | Sell |
2,348
-57
| -2% | -$6.14K | 0.02% | 328 |
|
|
2023
Q2 | $272K | Buy |
2,405
+350
| +17% | +$39.7K | 0.02% | 309 |
|
|
2023
Q1 | $241K | Buy |
2,055
+130
| +7% | +$15.2K | 0.03% | 256 |
|
|
2022
Q4 | $232K | Buy |
+1,925
| New | +$232K | 0.04% | 205 |
|