Imprint Wealth’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
Q1 | $1.11M | Buy |
+9,106
| New | +$1.11M | 0.27% | 86 |
|
|
2023
Q4 | – | Sell |
-2,044
| Closed | -$221K | – | 160 |
|
|
2023
Q3 | $221K | Sell |
2,044
-1,160
| -36% | -$126K | 0.19% | 133 |
|
|
2023
Q2 | $367K | Buy |
3,204
+884
| +38% | +$101K | 0.23% | 119 |
|
|
2023
Q1 | $266K | Buy |
+2,320
| New | +$266K | 0.17% | 137 |
|