Financial Perspectives’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 | $15.3K | Hold |
115
| – | – | ﹤0.01% | 455 |
|
|
2025
Q1 | $15.4K | Hold |
115
| – | – | 0.01% | 442 |
|
|
2024
Q4 | $15.1K | Hold |
115
| – | – | 0.01% | 451 |
|
|
2024
Q3 | $15.5K | Hold |
115
| – | – | 0.01% | 421 |
|
|
2024
Q2 | $13.9K | Hold |
115
| – | – | 0.01% | 429 |
|
|
2024
Q1 | $14.2K | Hold |
115
| – | – | 0.01% | 426 |
|
|
2023
Q4 | $13.5K | Hold |
115
| – | – | 0.01% | 432 |
|
|
2023
Q3 | $12.4K | Hold |
115
| – | – | 0.01% | 419 |
|
|
2023
Q2 | $13K | Hold |
115
| – | – | 0.01% | 423 |
|
|
2023
Q1 | $13.5K | Hold |
115
| – | – | 0.01% | 411 |
|
|
2022
Q4 | $13.9K | Hold |
115
| – | – | 0.01% | 405 |
|
|
2022
Q3 | $12.3K | Hold |
115
| – | – | 0.01% | 409 |
|
|
2022
Q2 | $13.5K | Hold |
115
| – | – | 0.01% | 401 |
|
|
2022
Q1 | $14.7K | Hold |
115
| – | – | 0.01% | 411 |
|
|
2021
Q4 | $14.1K | Hold |
115
| – | – | 0.01% | 406 |
|
|
2021
Q3 | $13.2K | Hold |
115
| – | – | 0.01% | 413 |
|
|
2021
Q2 | $13.4K | Sell |
115
-13,007
| -99% | -$1.52M | 0.01% | 430 |
|
|
2021
Q1 | $115K | Buy |
13,122
+13,007
| +11,310% | +$114K | 0.01% | 463 |
|
|
2020
Q4 | $11.1K | Buy |
+115
| New | +$11.1K | 0.01% | 397 |
|
|
2020
Q3 | – | Sell |
-918
| Closed | -$74.1K | – | 563 |
|
|
2020
Q2 | $74.1K | Buy |
918
+890
| +3,179% | +$71.9K | 0.05% | 157 |
|
|
2020
Q1 | $2.05K | Buy |
28
+1
| +4% | +$73 | ﹤0.01% | 454 |
|
|
2019
Q4 | $2.9K | Buy |
+27
| New | +$2.9K | ﹤0.01% | 429 |
|