Fortitude Advisory Group’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,492
Closed -$192K 493
2022
Q1
$192K Buy
1,492
+583
+64% +$72.8K 0.1% 203
2021
Q4
$112K Buy
+909
New +$108K 0.06% 326

Other funds holding DVY

Fortitude Advisory Group's DVY Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares Select Dividend ETF (DVY) in Q2 2022, closing a stake of 1,492 shares — an estimated $192K sold.

Fortitude Advisory Group first reported a position in DVY in Q4 2021 and held it in 2 quarters. The position peaked at $192K in Q1 2022. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,492 iShares Select Dividend ETF shares in Q2 2022, an estimated $192K.
  • Fortitude Advisory Group first reported a position in iShares Select Dividend ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares Select Dividend ETF position peaked at $192K in Q1 2022.
  • 1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.