Journey Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
3,331
+78
| +2% | +$10.4K | 0.01% | 321 |
|
|
2025
Q1 | $437K | Sell |
3,253
-90
| -3% | -$12.1K | 0.02% | 253 |
|
|
2024
Q4 | $439K | Buy |
3,343
+754
| +29% | +$99K | 0.02% | 247 |
|
|
2024
Q3 | $350K | Buy |
2,589
+167
| +7% | +$22.6K | 0.01% | 296 |
|
|
2024
Q2 | $293K | Buy |
2,422
+137
| +6% | +$16.6K | 0.01% | 258 |
|
|
2024
Q1 | $281K | Sell |
2,285
-200
| -8% | -$24.6K | 0.01% | 199 |
|
|
2023
Q4 | $291K | Sell |
2,485
-34
| -1% | -$3.99K | 0.01% | 141 |
|
|
2023
Q3 | $271K | Sell |
2,519
-1,947
| -44% | -$210K | 0.01% | 132 |
|
|
2023
Q2 | $506K | Sell |
4,466
-95
| -2% | -$10.8K | 0.02% | 86 |
|
|
2023
Q1 | $534K | Sell |
4,561
-140
| -3% | -$16.4K | 0.06% | 97 |
|
|
2022
Q4 | $567K | Sell |
4,701
-41
| -0.9% | -$4.95K | 0.07% | 87 |
|
|
2022
Q3 | $508K | Buy |
4,742
+11
| +0.2% | +$1.18K | 0.07% | 67 |
|
|
2022
Q2 | $557K | Sell |
4,731
-1,654,044
| -100% | -$195M | 0.07% | 52 |
|
|
2022
Q1 | $344M | Buy |
1,658,775
+1,654,635
| +39,967% | +$343M | 37.51% | 1 |
|
|
2021
Q4 | $508K | Buy |
+4,140
| New | +$508K | 0.05% | 69 |
|