Golden State 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 | $208K | Sell |
1,566
-135
| -8% | -$17.9K | 0.03% | 354 |
|
|
2025
Q1 | $228K | Sell |
1,701
-11
| -0.6% | -$1.48K | 0.03% | 320 |
|
|
2024
Q4 | $225K | Buy |
+1,712
| New | +$225K | 0.03% | 304 |
|
|
2022
Q1 | $241K | Hold |
1,878
| – | – | 0.05% | 269 |
|
|
2021
Q4 | $230K | Sell |
1,878
-123
| -6% | -$15.1K | 0.04% | 338 |
|
|
2021
Q3 | $230K | Sell |
2,001
-25
| -1% | -$2.87K | 0.05% | 269 |
|
|
2021
Q2 | $236K | Buy |
2,026
+245
| +14% | +$28.5K | 0.05% | 258 |
|
|
2021
Q1 | $203K | Buy |
+1,781
| New | +$203K | 0.07% | 196 |
|
|
2020
Q4 | – | Sell |
-1,836
| Closed | -$150K | – | 280 |
|
|
2020
Q3 | $150K | Buy |
+1,836
| New | +$150K | 0.05% | 218 |
|
|
2020
Q2 | – | Sell |
-2,470
| Closed | -$182K | – | 348 |
|
|
2020
Q1 | $182K | Buy |
+2,470
| New | +$182K | 0.08% | 170 |
|
|
2019
Q4 | – | Sell |
-4,076
| Closed | -$416K | – | 258 |
|
|
2019
Q3 | $416K | Sell |
4,076
-453
| -10% | -$46.2K | 0.14% | 121 |
|
|
2019
Q2 | $450K | Sell |
4,529
-133
| -3% | -$13.2K | 0.14% | 128 |
|
|
2019
Q1 | $458K | Buy |
+4,662
| New | +$458K | 0.15% | 125 |
|