Fortis Group 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 | $1.29M | Sell |
9,550
-10,762
| -53% | -$1.45M | 0.23% | 101 |
|
|
2025
Q1 | $2.73M | Buy |
20,312
+9,106
| +81% | +$1.22M | 0.53% | 58 |
|
|
2024
Q4 | $1.47M | Buy |
11,206
+481
| +4% | +$63.2K | 0.27% | 83 |
|
|
2024
Q3 | $1.45M | Buy |
10,725
+5,215
| +95% | +$704K | 0.27% | 76 |
|
|
2024
Q2 | $667K | Buy |
5,510
+67
| +1% | +$8.11K | 0.13% | 101 |
|
|
2024
Q1 | $671K | Sell |
5,443
-366
| -6% | -$45.1K | 0.12% | 112 |
|
|
2023
Q4 | $681K | Hold |
5,809
| – | – | 0.17% | 62 |
|
|
2023
Q3 | $681K | Buy |
5,809
+380
| +7% | +$44.5K | 0.21% | 57 |
|
|
2023
Q2 | $615K | Sell |
5,429
-161
| -3% | -$18.2K | 0.16% | 76 |
|
|
2023
Q1 | $657K | Buy |
+5,590
| New | +$657K | 0.2% | 59 |
|