Greenspring 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,222
| Closed | -$239K | – | 82 |
|
|
2023
Q3 | $239K | Hold |
2,222
| – | – | 0.08% | 52 |
|
|
2023
Q2 | $252K | Sell |
2,222
-1,694
| -43% | -$192K | 0.08% | 52 |
|
|
2023
Q1 | $459K | Buy |
3,916
+344
| +10% | +$40.3K | 0.1% | 70 |
|
|
2022
Q4 | $431K | Hold |
3,572
| – | – | 0.11% | 65 |
|
|
2022
Q3 | $383K | Hold |
3,572
| – | – | 0.12% | 68 |
|
|
2022
Q2 | $420K | Hold |
3,572
| – | – | 0.12% | 67 |
|
|
2022
Q1 | $458K | Hold |
3,572
| – | – | 0.12% | 61 |
|
|
2021
Q4 | $438K | Buy |
+3,572
| New | +$438K | 0.11% | 62 |
|