Investment Research & Advisory 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
Q3 | – | Sell |
-1,000
| Closed | -$121K | – | 211 |
|
|
2024
Q2 | $121K | Hold |
1,000
| – | – | 0.05% | 75 |
|
|
2024
Q1 | $123K | Hold |
1,000
| – | – | 0.06% | 73 |
|
|
2023
Q4 | $117K | Hold |
1,000
| – | – | 0.06% | 75 |
|
|
2023
Q3 | $108K | Hold |
1,000
| – | – | 0.06% | 77 |
|
|
2023
Q2 | $113K | Hold |
1,000
| – | – | 0.07% | 76 |
|
|
2023
Q1 | $117K | Hold |
1,000
| – | – | 0.08% | 73 |
|
|
2022
Q4 | $121K | Hold |
1,000
| – | – | 0.08% | 72 |
|
|
2022
Q3 | $107K | Hold |
1,000
| – | – | 0.08% | 71 |
|
|
2022
Q2 | $118K | Hold |
1,000
| – | – | 0.09% | 70 |
|
|
2022
Q1 | $128K | Hold |
1,000
| – | – | 0.08% | 73 |
|
|
2021
Q4 | $123K | Hold |
1,000
| – | – | 0.07% | 77 |
|
|
2021
Q3 | $116K | Hold |
1,000
| – | – | 0.08% | 72 |
|
|
2021
Q2 | $117K | Hold |
1,000
| – | – | 0.08% | 77 |
|
|
2021
Q1 | $114K | Hold |
1,000
| – | – | 0.08% | 70 |
|
|
2020
Q4 | $96K | Hold |
1,000
| – | – | 0.07% | 76 |
|
|
2020
Q3 | $82K | Hold |
1,000
| – | – | 0.07% | 79 |
|
|
2020
Q2 | $80K | Hold |
1,000
| – | – | 0.07% | 77 |
|
|
2020
Q1 | $74K | Hold |
1,000
| – | – | 0.07% | 72 |
|
|
2019
Q4 | $106K | Buy |
+1,000
| New | +$106K | 0.1% | 67 |
|