Gray Private Wealth’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 | $230K | Hold |
1,729
| – | – | 0.12% | 41 |
|
|
2025
Q1 | $232K | Sell |
1,729
-39
| -2% | -$5.24K | 0.14% | 35 |
|
|
2024
Q4 | $232K | Hold |
1,768
| – | – | 0.14% | 36 |
|
|
2024
Q3 | $239K | Hold |
1,768
| – | – | 0.14% | 34 |
|
|
2024
Q2 | $214K | Hold |
1,768
| – | – | 0.14% | 37 |
|
|
2024
Q1 | $218K | Buy |
+1,768
| New | +$218K | 0.14% | 35 |
|