GM Advisory Group’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 | $298K | Buy |
2,245
+13
| +0.6% | +$1.73K | 0.01% | 241 |
|
|
2025
Q1 | $300K | Buy |
+2,232
| New | +$300K | 0.02% | 214 |
|
|
2024
Q3 | – | Sell |
-1,680
| Closed | -$203K | – | 255 |
|
|
2024
Q2 | $203K | Buy |
+1,680
| New | +$203K | 0.01% | 230 |
|
|
2019
Q4 | – | Sell |
-75,574
| Closed | -$7.71M | – | 107 |
|
|
2019
Q3 | $7.71M | Buy |
75,574
+1,634
| +2% | +$167K | 2.4% | 11 |
|
|
2019
Q2 | $7.36M | Sell |
73,940
-2,560
| -3% | -$255K | 2.31% | 13 |
|
|
2019
Q1 | $7.51M | Sell |
76,500
-49,348
| -39% | -$4.85M | 2.47% | 13 |
|
|
2018
Q4 | $11.2M | Buy |
125,848
+2,017
| +2% | +$180K | 4.18% | 7 |
|
|
2018
Q3 | $12.4M | Buy |
+123,831
| New | +$12.4M | 3.87% | 7 |
|
|
2018
Q1 | – | Sell |
-2,376
| Closed | -$234K | – | 129 |
|
|
2017
Q4 | $234K | Hold |
2,376
| – | – | 0.06% | 112 |
|
|
2017
Q3 | $223K | Hold |
2,376
| – | – | 0.07% | 106 |
|
|
2017
Q2 | $219K | Buy |
+2,376
| New | +$219K | 0.07% | 104 |
|