DHJJ Financial Advisors’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 | $42.1K | Sell |
317
-38
| -11% | -$5.05K | 0.02% | 369 |
|
|
2025
Q1 | $47.7K | Buy |
355
+41
| +13% | +$5.51K | 0.02% | 319 |
|
|
2024
Q4 | $41.2K | Hold |
314
| – | – | 0.02% | 332 |
|
|
2024
Q3 | $42.4K | Hold |
314
| – | – | 0.02% | 329 |
|
|
2024
Q2 | $38K | Hold |
314
| – | – | 0.02% | 311 |
|
|
2024
Q1 | $38.7K | Hold |
314
| – | – | 0.02% | 295 |
|
|
2023
Q4 | $36.8K | Sell |
314
-200
| -39% | -$23.4K | 0.02% | 293 |
|
|
2023
Q3 | $55.3K | Buy |
+514
| New | +$55.3K | 0.03% | 233 |
|