Destiny 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$362 | – | 301 |
|
|
2022
Q4 | $362 | Hold |
3
| – | – | ﹤0.01% | 658 |
|
|
2022
Q3 | $0 | Sell |
3
-1,396
| -100% | – | ﹤0.01% | 582 |
|
|
2022
Q2 | $165K | Hold |
1,399
| – | – | 0.04% | 201 |
|
|
2022
Q1 | $179K | Buy |
1,399
+3
| +0.2% | +$384 | 0.03% | 168 |
|
|
2021
Q4 | $171K | Hold |
1,396
| – | – | 0.03% | 193 |
|
|
2021
Q3 | $160K | Buy |
+1,396
| New | +$160K | 0.03% | 180 |
|
|
2021
Q2 | – | Sell |
-1,396
| Closed | -$159K | – | 269 |
|
|
2021
Q1 | $159K | Hold |
1,396
| – | – | 0.03% | 179 |
|
|
2020
Q4 | $134K | Buy |
+1,396
| New | +$134K | 0.03% | 230 |
|