Garde Capital’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 | $75.7K | Hold |
570
| – | – | ﹤0.01% | 289 |
|
|
2025
Q1 | $76.5K | Buy |
+570
| New | +$76.5K | ﹤0.01% | 277 |
|
|
2018
Q1 | – | Sell |
-3,040
| Closed | -$300K | – | 169 |
|
|
2017
Q4 | $300K | Buy |
+3,040
| New | +$300K | 0.06% | 135 |
|
|
2017
Q1 | – | Sell |
-3,133
| Closed | -$277K | – | 111 |
|
|
2016
Q4 | $277K | Buy |
+3,133
| New | +$277K | 0.08% | 89 |
|
|
2016
Q1 | – | Sell |
-8,702
| Closed | -$654K | – | 113 |
|
|
2015
Q4 | $654K | Buy |
+8,702
| New | +$654K | 0.23% | 51 |
|