First Personal Financial Services’s iShares Select Dividend ETF DVY Stock Holding History

First Personal Financial Services’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$47.3K	Hold	350	–	–	0.01%	203
2024 Q2	$42.3K	Hold	350	–	–	0.01%	202
2024 Q1	$43.1K	Hold	350	–	–	0.01%	196
2023 Q4	$41K	Hold	350	–	–	0.01%	221
2023 Q3	$37.7K	Hold	350	–	–	0.01%	220
2023 Q2	$39.7K	Hold	350	–	–	0.01%	224
2023 Q1	$41K	Hold	350	–	–	0.01%	222
2022 Q4	$42.2K	Hold	350	–	–	0.01%	223
2022 Q3	$38K	Hold	350	–	–	0.01%	219
2022 Q2	$41K	Hold	350	–	–	0.01%	194
2022 Q1	$45K	Hold	350	–	–	0.01%	203
2021 Q4	$43K	Hold	350	–	–	0.01%	206
2021 Q3	$40K	Sell	350 -250	-42%	-$28.6K	0.01%	205
2021 Q2	$70K	Buy	600 +250	+71%	+$29.2K	0.02%	172
2021 Q1	$40K	Hold	350	–	–	0.01%	202
2020 Q4	$34K	Sell	350 -11	-3%	-$1.07K	0.01%	209
2020 Q3	$29K	Sell	361 -97	-21%	-$7.79K	0.01%	214
2020 Q2	$37K	Sell	458 -680	-60%	-$54.9K	0.01%	202
2020 Q1	$84K	Hold	1,138	–	–	0.03%	148
2019 Q4	$120K	Hold	1,138	–	–	0.04%	141
2019 Q3	$116K	Sell	1,138 -5,547	-83%	-$565K	0.04%	168
2019 Q2	$666K	Buy	6,685 +1	+0%	+$100	0.19%	100
2019 Q1	$656K	Sell	6,684 -10	-0.1%	-$981	0.2%	99
2018 Q4	$598K	Sell	6,694 -72	-1%	-$6.43K	0.21%	99
2018 Q3	$675K	Buy	6,766 +120	+2%	+$12K	0.21%	96
2018 Q2	$650K	Sell	6,646 -255	-4%	-$24.9K	0.22%	96
2018 Q1	$656K	Sell	6,901 -71	-1%	-$6.75K	0.14%	127
2017 Q4	$687K	Buy	6,972 +490	+8%	+$48.3K	0.13%	129
2017 Q3	$607K	Buy	6,482 +1	+0%	+$94	0.13%	128
2017 Q2	$598K	Buy	6,481 +5,401	+500%	+$498K	0.13%	127
2017 Q1	$98K	Sell	1,080 -149	-12%	-$13.5K	0.02%	297
2016 Q4	$109K	Sell	1,229 -299	-20%	-$26.5K	0.03%	267
2016 Q3	$131K	Buy	1,528 +301	+25%	+$25.8K	0.04%	180
2016 Q2	$105K	Buy	1,227 +2	+0.2%	+$171	0.04%	193
2016 Q1	$100K	Buy	1,225 +1	+0.1%	+$82	0.05%	142
2015 Q4	$92K	Buy	1,224 +131	+12%	+$9.85K	0.05%	146
2015 Q3	$80K	Buy	+1,093	New	+$80K	0.05%	143