EverSource Wealth 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 | $57.3K | Sell |
432
-50
| -10% | -$6.64K | ﹤0.01% | 1524 |
|
|
2025
Q1 | $64.7K | Hold |
482
| – | – | ﹤0.01% | 1112 |
|
|
2024
Q4 | $63.2K | Hold |
482
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q3 | $65.1K | Hold |
482
| – | – | ﹤0.01% | 954 |
|
|
2024
Q2 | $62.7K | Hold |
482
| – | – | ﹤0.01% | 987 |
|
|
2024
Q1 | $57.5K | Buy |
482
+32
| +7% | +$3.82K | ﹤0.01% | 916 |
|
|
2023
Q4 | $52.7K | Hold |
450
| – | – | ﹤0.01% | 878 |
|
|
2023
Q3 | $48.4K | Hold |
450
| – | – | 0.01% | 821 |
|
|
2023
Q2 | $51K | Hold |
450
| – | – | 0.01% | 827 |
|
|
2023
Q1 | $52.7K | Buy |
450
+250
| +125% | +$29.3K | 0.01% | 778 |
|
|
2022
Q4 | $24.1K | Buy |
+200
| New | +$24.1K | ﹤0.01% | 1006 |
|
|
2022
Q1 | – | Sell |
-734
| Closed | -$90K | – | 1748 |
|
|
2021
Q4 | $90K | Buy |
+734
| New | +$90K | 0.03% | 319 |
|