HHM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Hold |
123
| – | – | ﹤0.01% | 539 |
|
|
2025
Q1 | $16.5K | Sell |
123
-4
| -3% | -$537 | ﹤0.01% | 524 |
|
|
2024
Q4 | $16.7K | Hold |
127
| – | – | ﹤0.01% | 522 |
|
|
2024
Q3 | $17.2K | Sell |
127
-38
| -23% | -$5.13K | ﹤0.01% | 490 |
|
|
2024
Q2 | $20K | Hold |
165
| – | – | ﹤0.01% | 450 |
|
|
2024
Q1 | $20.3K | Sell |
165
-81
| -33% | -$9.98K | ﹤0.01% | 408 |
|
|
2023
Q4 | $28.8K | Hold |
246
| – | – | 0.01% | 361 |
|
|
2023
Q3 | $26.5K | Hold |
246
| – | – | 0.01% | 361 |
|
|
2023
Q2 | $27.9K | Hold |
246
| – | – | 0.01% | 372 |
|
|
2023
Q1 | $28.8K | Hold |
246
| – | – | 0.01% | 361 |
|
|
2022
Q4 | $29.7K | Hold |
246
| – | – | 0.01% | 309 |
|
|
2022
Q3 | $26K | Hold |
246
| – | – | 0.01% | 315 |
|
|
2022
Q2 | $29K | Hold |
246
| – | – | 0.01% | 360 |
|
|
2022
Q1 | $32K | Hold |
246
| – | – | 0.01% | 367 |
|
|
2021
Q4 | $30K | Hold |
246
| – | – | 0.01% | 367 |
|
|
2021
Q3 | $28K | Hold |
246
| – | – | 0.01% | 368 |
|
|
2021
Q2 | $29K | Hold |
246
| – | – | 0.01% | 356 |
|
|
2021
Q1 | $28K | Hold |
246
| – | – | 0.01% | 340 |
|
|
2020
Q4 | $24K | Hold |
246
| – | – | 0.01% | 338 |
|
|
2020
Q3 | $20K | Hold |
246
| – | – | 0.01% | 312 |
|
|
2020
Q2 | $20K | Hold |
246
| – | – | 0.01% | 301 |
|
|
2020
Q1 | $18K | Buy |
+246
| New | +$18K | 0.01% | 304 |
|