Hilton Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,455
| Closed | -$737K | – | 171 |
|
|
2024
Q3 | $737K | Buy |
+5,455
| New | +$737K | 0.06% | 139 |
|
|
2014
Q4 | – | Hold |
0
| – | -$215K | – | 105 |
|
|
2014
Q3 | – | Hold |
0
| – | -$232K | – | 76 |
|
|
2014
Q2 | – | Hold |
0
| – | -$202K | – | 79 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 81 |
|