Jupiter Wealth Management’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 | $905K | Hold |
6,496
| – | – | 0.46% | 49 |
|
|
2025
Q1 | $870K | Hold |
6,496
| – | – | 0.53% | 46 |
|
|
2024
Q4 | $853K | Hold |
6,496
| – | – | 0.43% | 51 |
|
|
2024
Q3 | $877K | Sell |
6,496
-52
| -0.8% | -$7.02K | 0.45% | 50 |
|
|
2024
Q2 | $852K | Hold |
6,548
| – | – | 0.45% | 50 |
|
|
2024
Q1 | $805K | Hold |
6,548
| – | – | 0.43% | 53 |
|
|
2023
Q4 | $768K | Hold |
6,548
| – | – | 0.45% | 53 |
|
|
2023
Q3 | $698K | Buy |
+6,548
| New | +$698K | 0.45% | 52 |
|