GPA
Guidance Point Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
25,042
+171
| +0.7% | +$22.7K | 0.85% | 24 |
|
|
2025
Q1 | $3.34M | Sell |
24,871
-570
| -2% | -$76.5K | 0.95% | 23 |
|
|
2024
Q4 | $3.34M | Buy |
25,441
+111
| +0.4% | +$14.6K | 0.94% | 23 |
|
|
2024
Q3 | $3.42M | Buy |
25,330
+259
| +1% | +$35K | 1% | 22 |
|
|
2024
Q2 | $3.04M | Buy |
25,071
+46
| +0.2% | +$5.57K | 0.95% | 23 |
|
|
2024
Q1 | $3.09M | Sell |
25,025
-326
| -1% | -$40.2K | 1.01% | 22 |
|
|
2023
Q4 | $2.98M | Buy |
25,351
+39
| +0.2% | +$4.58K | 1.1% | 22 |
|
|
2023
Q3 | $2.72M | Sell |
25,312
-301
| -1% | -$32.4K | 1.11% | 25 |
|
|
2023
Q2 | $2.9M | Buy |
25,613
+268
| +1% | +$30.4K | 1.11% | 21 |
|
|
2023
Q1 | $2.97M | Buy |
25,345
+327
| +1% | +$38.3K | 1.2% | 23 |
|
|
2022
Q4 | $3.02M | Sell |
25,018
-873
| -3% | -$105K | 1.28% | 23 |
|
|
2022
Q3 | $2.78M | Sell |
25,891
-11
| -0% | -$1.18K | 1.27% | 24 |
|
|
2022
Q2 | $3.05M | Buy |
25,902
+241
| +0.9% | +$28.4K | 1.31% | 17 |
|
|
2022
Q1 | $3.29M | Buy |
25,661
+377
| +1% | +$48.3K | 1.25% | 19 |
|
|
2021
Q4 | $3.1M | Sell |
25,284
-697
| -3% | -$85.4K | 1.12% | 19 |
|
|
2021
Q3 | $2.98M | Sell |
25,981
-154
| -0.6% | -$17.7K | 1.09% | 18 |
|
|
2021
Q2 | $3.05M | Sell |
26,135
-241
| -0.9% | -$28.1K | 1.18% | 17 |
|
|
2021
Q1 | $3.01M | Sell |
26,376
-83
| -0.3% | -$9.47K | 1.25% | 17 |
|
|
2020
Q4 | $2.54M | Sell |
26,459
-513
| -2% | -$49.3K | 1.17% | 19 |
|
|
2020
Q3 | $2.2M | Sell |
26,972
-2,847
| -10% | -$232K | 1.21% | 21 |
|
|
2020
Q2 | $2.41M | Sell |
29,819
-7,121
| -19% | -$575K | 1.34% | 19 |
|
|
2020
Q1 | $2.72M | Sell |
36,940
-6,276
| -15% | -$461K | 1.77% | 16 |
|
|
2019
Q4 | $4.57M | Sell |
43,216
-594
| -1% | -$62.8K | 2.23% | 11 |
|
|
2019
Q3 | $4.47M | Sell |
43,810
-207
| -0.5% | -$21.1K | 2.45% | 11 |
|
|
2019
Q2 | $4.38M | Buy |
44,017
+322
| +0.7% | +$32.1K | 2.48% | 10 |
|
|
2019
Q1 | $4.29M | Sell |
43,695
-1,289
| -3% | -$127K | 2.53% | 11 |
|
|
2018
Q4 | $4.02M | Buy |
+44,984
| New | +$4.02M | 2.61% | 10 |
|