Elevation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3K | Buy |
469
+2
| +0.4% | +$266 | 0.02% | 212 |
|
|
2025
Q1 | $62.1K | Buy |
467
+3
| +0.6% | +$399 | 0.03% | 209 |
|
|
2024
Q4 | $61K | Buy |
464
+2
| +0.4% | +$263 | 0.03% | 208 |
|
|
2024
Q3 | $62.3K | Buy |
462
+4
| +0.9% | +$540 | 0.03% | 203 |
|
|
2024
Q2 | $55.5K | Buy |
458
+2
| +0.4% | +$242 | 0.03% | 210 |
|
|
2024
Q1 | $55.1K | Buy |
456
+277
| +155% | +$33.5K | 0.03% | 211 |
|
|
2023
Q4 | $21K | Hold |
179
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $19.3K | Hold |
179
| – | – | 0.02% | 209 |
|
|
2023
Q2 | $20.3K | Hold |
179
| – | – | 0.02% | 212 |
|
|
2023
Q1 | $21K | Buy |
+179
| New | +$21K | 0.02% | 215 |
|