Dupree Financial Group’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 | $799K | Sell |
6,012
-131
| -2% | -$17.4K | 0.31% | 42 |
|
|
2025
Q1 | $825K | Sell |
6,143
-235
| -4% | -$31.6K | 0.34% | 41 |
|
|
2024
Q4 | $837K | Sell |
6,378
-440
| -6% | -$57.8K | 0.38% | 36 |
|
|
2024
Q3 | $921K | Sell |
6,818
-169
| -2% | -$22.8K | 0.37% | 39 |
|
|
2024
Q2 | $845K | Buy |
6,987
+53
| +0.8% | +$6.41K | 0.38% | 35 |
|
|
2024
Q1 | $854K | Buy |
6,934
+410
| +6% | +$50.5K | 0.38% | 31 |
|
|
2023
Q4 | $765K | Buy |
+6,524
| New | +$765K | 0.37% | 28 |
|