JDM Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-300
| Closed | -$39.4K | – | 320 |
|
|
2024
Q4 | $39.4K | Hold |
300
| – | – | 0.02% | 95 |
|
|
2024
Q3 | $40.5K | Buy |
300
+75
| +33% | +$10.1K | 0.02% | 98 |
|
|
2024
Q2 | $27.2K | Hold |
225
| – | – | 0.02% | 103 |
|
|
2024
Q1 | $27.7K | Sell |
225
-250
| -53% | -$30.8K | 0.02% | 96 |
|
|
2023
Q4 | $55.7K | Hold |
475
| – | – | 0.05% | 63 |
|
|
2023
Q3 | $51.1K | Hold |
475
| – | – | 0.05% | 63 |
|
|
2023
Q2 | $53.8K | Hold |
475
| – | – | 0.05% | 65 |
|
|
2023
Q1 | $55.7K | Hold |
475
| – | – | 0.05% | 62 |
|
|
2022
Q4 | $57.3K | Buy |
+475
| New | +$57.3K | 0.05% | 63 |
|