DeDora 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
Q2 | – | Sell |
-95
| Closed | -$12K | – | 188 |
|
|
2022
Q1 | $12K | Buy |
+95
| New | +$12K | ﹤0.01% | 293 |
|
|
2020
Q1 | – | Sell |
-2,520
| Closed | -$266K | – | 91 |
|
|
2019
Q4 | $266K | Sell |
2,520
-11
| -0.4% | -$1.16K | 0.16% | 87 |
|
|
2019
Q3 | $258K | Sell |
2,531
-1,832
| -42% | -$187K | 0.18% | 79 |
|
|
2019
Q2 | $434K | Hold |
4,363
| – | – | 0.31% | 60 |
|
|
2019
Q1 | $428K | Hold |
4,363
| – | – | 0.32% | 59 |
|
|
2018
Q4 | $390K | Buy |
4,363
+80
| +2% | +$7.15K | 0.35% | 56 |
|
|
2018
Q3 | $427K | Buy |
4,283
+244
| +6% | +$24.3K | 0.32% | 55 |
|
|
2018
Q2 | $395K | Hold |
4,039
| – | – | 0.31% | 60 |
|
|
2018
Q1 | $384K | Buy |
4,039
+777
| +24% | +$73.9K | 0.31% | 60 |
|
|
2017
Q4 | $322K | Buy |
+3,262
| New | +$322K | 0.27% | 65 |
|