Intrepid Financial Planning Group’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
Q2 | – | Sell |
-3,910
| Closed | -$482K | – | 131 |
|
|
2024
Q1 | $482K | Sell |
3,910
-2,296
| -37% | -$283K | 0.21% | 77 |
|
|
2023
Q4 | $727K | Sell |
6,206
-105
| -2% | -$12.3K | 0.35% | 50 |
|
|
2023
Q3 | $679K | Buy |
6,311
+1,710
| +37% | +$184K | 0.35% | 50 |
|
|
2023
Q2 | $521K | Sell |
4,601
-120
| -3% | -$13.6K | 0.25% | 62 |
|
|
2023
Q1 | $553K | Buy |
4,721
+586
| +14% | +$68.7K | 0.28% | 58 |
|
|
2022
Q4 | $499K | Buy |
+4,135
| New | +$499K | 0.27% | 58 |
|