Householder Group Estate & Retirement Specialist’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 | $12K | Sell |
95
-11,271
| -99% | -$1.42M | 0.01% | 345 |
|
|
2024
Q3 | $1.54M | Sell |
11,366
-4,231
| -27% | -$571K | 0.45% | 43 |
|
|
2024
Q2 | $1.89M | Sell |
15,597
-6,509
| -29% | -$787K | 0.53% | 35 |
|
|
2024
Q1 | $2.72M | Sell |
22,106
-1,197
| -5% | -$147K | 0.81% | 24 |
|
|
2023
Q4 | $2.73M | Sell |
23,303
-1,575
| -6% | -$185K | 0.9% | 20 |
|
|
2023
Q3 | $2.68M | Buy |
+24,878
| New | +$2.68M | 0.97% | 20 |
|
|
2023
Q1 | $3.23M | Buy |
+27,588
| New | +$3.23M | 1.24% | 11 |
|
|
2022
Q4 | – | Sell |
-25,902
| Closed | -$2.78M | – | 506 |
|
|
2022
Q3 | $2.78M | Sell |
25,902
-718
| -3% | -$77K | 1.14% | 13 |
|
|
2022
Q2 | $3.13M | Buy |
26,620
+129
| +0.5% | +$15.2K | 1.4% | 14 |
|
|
2022
Q1 | $3.39M | Sell |
26,491
-365
| -1% | -$46.8K | 1.37% | 13 |
|
|
2021
Q4 | $3.29M | Buy |
+26,856
| New | +$3.29M | 1.23% | 14 |
|