Dixon Fnancial Services’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 | $373K | Hold |
2,805
| – | – | 0.19% | 27 |
|
|
2025
Q1 | $377K | Hold |
2,805
| – | – | 0.2% | 26 |
|
|
2024
Q4 | $368K | Hold |
2,805
| – | – | 0.2% | 25 |
|
|
2024
Q3 | $379K | Hold |
2,805
| – | – | 0.2% | 25 |
|
|
2024
Q2 | $339K | Sell |
2,805
-25
| -0.9% | -$3.03K | 0.19% | 24 |
|
|
2024
Q1 | $349K | Hold |
2,830
| – | – | 0.19% | 24 |
|
|
2023
Q4 | $332K | Hold |
2,830
| – | – | 0.2% | 17 |
|
|
2023
Q3 | $305K | Hold |
2,830
| – | – | 0.21% | 17 |
|
|
2023
Q2 | $321K | Buy |
2,830
+25
| +0.9% | +$2.83K | 0.21% | 18 |
|
|
2023
Q1 | $329K | Hold |
2,805
| – | – | 0.22% | 18 |
|
|
2022
Q4 | $338K | Hold |
2,805
| – | – | 0.24% | 17 |
|
|
2022
Q3 | $301K | Hold |
2,805
| – | – | 0.24% | 17 |
|
|
2022
Q2 | $330K | Hold |
2,805
| – | – | 0.24% | 17 |
|
|
2022
Q1 | $359K | Hold |
2,805
| – | – | 0.27% | 18 |
|
|
2021
Q4 | $344K | Buy |
+2,805
| New | +$344K | 0.25% | 19 |
|