Future Financial Wealth Management’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 | $407K | Hold |
3,065
| – | – | 0.28% | 72 |
|
|
2025
Q1 | $412K | Hold |
3,065
| – | – | 0.3% | 68 |
|
|
2024
Q4 | $402K | Hold |
3,065
| – | – | 0.29% | 68 |
|
|
2024
Q3 | $414K | Hold |
3,065
| – | – | 0.3% | 68 |
|
|
2024
Q2 | $371K | Hold |
3,065
| – | – | 0.33% | 72 |
|
|
2024
Q1 | $378K | Hold |
3,065
| – | – | 0.29% | 67 |
|
|
2023
Q4 | $359K | Hold |
3,065
| – | – | 0.36% | 66 |
|
|
2023
Q3 | $330K | Hold |
3,065
| – | – | 0.37% | 67 |
|
|
2023
Q2 | $347K | Hold |
3,065
| – | – | 0.37% | 62 |
|
|
2023
Q1 | $360K | Hold |
3,065
| – | – | 0.4% | 68 |
|
|
2022
Q4 | $370K | Sell |
3,065
-60
| -2% | -$7.24K | 0.42% | 69 |
|
|
2022
Q3 | $368K | Sell |
3,125
-14
| -0.4% | -$1.65K | 0.42% | 70 |
|
|
2022
Q2 | $402K | Hold |
3,139
| – | – | 0.39% | 76 |
|
|
2022
Q1 | $402K | Sell |
3,139
-19
| -0.6% | -$2.43K | 0.33% | 76 |
|
|
2021
Q4 | $389K | Sell |
3,158
-1
| -0% | -$123 | 0.31% | 77 |
|
|
2021
Q3 | $368K | Hold |
3,159
| – | – | 0.38% | 79 |
|
|
2021
Q2 | $368K | Hold |
3,159
| – | – | 0.38% | 79 |
|
|
2021
Q1 | $360K | Hold |
3,159
| – | – | 0.41% | 73 |
|
|
2020
Q4 | $304K | Buy |
+3,159
| New | +$304K | 0.35% | 84 |
|