Highline Wealth Partners’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 | $200K | Hold |
1,507
| – | – | 0.06% | 96 |
|
|
2025
Q1 | $202K | Hold |
1,507
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $198K | Hold |
1,507
| – | – | 0.06% | 93 |
|
|
2024
Q3 | $204K | Buy |
1,507
+17
| +1% | +$2.3K | 0.07% | 96 |
|
|
2024
Q2 | $180K | Hold |
1,490
| – | – | 0.07% | 98 |
|
|
2024
Q1 | $184K | Hold |
1,490
| – | – | 0.07% | 101 |
|
|
2023
Q4 | $175K | Hold |
1,490
| – | – | 0.08% | 99 |
|
|
2023
Q3 | $160K | Hold |
1,490
| – | – | 0.1% | 92 |
|
|
2023
Q2 | $169K | Hold |
1,490
| – | – | 0.11% | 88 |
|
|
2023
Q1 | $175K | Hold |
1,490
| – | – | 0.12% | 88 |
|
|
2022
Q4 | $180K | Hold |
1,490
| – | – | 0.13% | 92 |
|
|
2022
Q3 | $160K | Buy |
+1,490
| New | +$160K | 0.13% | 83 |
|