Gitterman 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 | $190K | Buy |
+1,431
| New | +$190K | 0.04% | 157 |
|
|
2025
Q1 | – | Sell |
-1,643
| Closed | -$216K | – | 142 |
|
|
2024
Q4 | $216K | Buy |
+1,643
| New | +$216K | 0.09% | 106 |
|
|
2023
Q3 | – | Sell |
-1,984
| Closed | -$225K | – | 90 |
|
|
2023
Q2 | $225K | Sell |
1,984
-250
| -11% | -$28.3K | 0.1% | 67 |
|
|
2023
Q1 | $262K | Sell |
2,234
-436
| -16% | -$51.1K | 0.12% | 44 |
|
|
2022
Q4 | $322K | Hold |
2,670
| – | – | 0.16% | 33 |
|
|
2022
Q3 | $287K | Hold |
2,670
| – | – | 0.3% | 38 |
|
|
2022
Q2 | $315K | Hold |
2,670
| – | – | 0.29% | 41 |
|
|
2022
Q1 | $342K | Sell |
2,670
-213
| -7% | -$27.3K | 0.28% | 43 |
|
|
2021
Q4 | $353K | Buy |
2,883
+213
| +8% | +$26.1K | 0.26% | 50 |
|
|
2021
Q3 | $306K | Hold |
2,670
| – | – | 0.25% | 43 |
|
|
2021
Q2 | $311K | Hold |
2,670
| – | – | 0.25% | 40 |
|
|
2021
Q1 | $305K | Buy |
+2,670
| New | +$305K | 0.2% | 41 |
|