GHP Investment 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 | $64.2K | Buy |
483
+4
| +0.8% | +$532 | ﹤0.01% | 488 |
|
|
2025
Q1 | $64.4K | Sell |
479
-169
| -26% | -$22.7K | ﹤0.01% | 475 |
|
|
2024
Q4 | $85.1K | Buy |
648
+3
| +0.5% | +$394 | ﹤0.01% | 444 |
|
|
2024
Q3 | $87.1K | Buy |
645
+5
| +0.8% | +$675 | ﹤0.01% | 453 |
|
|
2024
Q2 | $77.4K | Sell |
640
-122
| -16% | -$14.8K | ﹤0.01% | 456 |
|
|
2024
Q1 | $93.9K | Sell |
762
-41
| -5% | -$5.05K | ﹤0.01% | 436 |
|
|
2023
Q4 | $94.1K | Buy |
803
+5
| +0.6% | +$586 | 0.01% | 435 |
|
|
2023
Q3 | $85.2K | Buy |
798
+2
| +0.3% | +$213 | 0.01% | 438 |
|
|
2023
Q2 | $91.9K | Buy |
796
+129
| +19% | +$14.9K | 0.01% | 435 |
|
|
2023
Q1 | $78.1K | Buy |
667
+4
| +0.6% | +$469 | 0.01% | 452 |
|
|
2022
Q4 | $80K | Sell |
663
-170
| -20% | -$20.5K | 0.01% | 453 |
|
|
2022
Q3 | $89K | Hold |
833
| – | – | 0.01% | 433 |
|
|
2022
Q2 | $98K | Buy |
833
+3
| +0.4% | +$353 | 0.01% | 429 |
|
|
2022
Q1 | $106K | Buy |
+830
| New | +$106K | 0.01% | 419 |
|