Fee-Only Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$234K | – | 42 |
|
|
2023
Q4 | $234K | Sell |
2,000
-300
| -13% | -$35.2K | 0.17% | 36 |
|
|
2023
Q3 | $248K | Sell |
2,300
-200
| -8% | -$21.5K | 0.2% | 35 |
|
|
2023
Q2 | $283K | Sell |
2,500
-565
| -18% | -$64K | 0.22% | 34 |
|
|
2023
Q1 | $359K | Sell |
3,065
-300
| -9% | -$35.2K | 0.29% | 29 |
|
|
2022
Q4 | $406K | Buy |
+3,365
| New | +$406K | 0.34% | 28 |
|