Gallacher Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,924
| Closed | -$226K | – | 276 |
|
2023
Q4 | $226K | Buy |
+1,924
| New | +$226K | 0.13% | 222 |
|
2023
Q3 | – | Sell |
-2,646
| Closed | -$300K | – | 244 |
|
2023
Q2 | $300K | Hold |
2,646
| – | – | 0.17% | 169 |
|
2023
Q1 | $310K | Buy |
2,646
+743
| +39% | +$87.1K | 0.19% | 154 |
|
2022
Q4 | $230K | Buy |
+1,903
| New | +$230K | 0.14% | 198 |
|