IAG 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 | $53.6K | Buy |
404
+4
| +1% | +$531 | 0.01% | 194 |
|
|
2025
Q1 | $53.7K | Buy |
+400
| New | +$53.7K | 0.01% | 192 |
|
|
2024
Q2 | – | Sell |
-119
| Closed | -$14.7K | – | 506 |
|
|
2024
Q1 | $14.7K | Buy |
+119
| New | +$14.7K | ﹤0.01% | 269 |
|
|
2021
Q3 | – | Sell |
-21
| Closed | -$3K | – | 394 |
|
|
2021
Q2 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 333 |
|
|
2020
Q3 | – | Sell |
-263
| Closed | -$22K | – | 381 |
|
|
2020
Q2 | $22K | Buy |
263
+2
| +0.8% | +$167 | 0.01% | 155 |
|
|
2020
Q1 | $20K | Buy |
261
+33
| +14% | +$2.53K | 0.01% | 148 |
|
|
2019
Q4 | $25K | Buy |
+228
| New | +$25K | 0.02% | 160 |
|