Kades & Cheifetz’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
Q4 | $847K | Buy |
6,453
+109
| +2% | +$14.3K | 0.43% | 54 |
|
|
2024
Q3 | $857K | Sell |
6,344
-160
| -2% | -$21.6K | 0.49% | 49 |
|
|
2024
Q2 | $787K | Buy |
6,504
+40
| +0.6% | +$4.84K | 0.49% | 48 |
|
|
2024
Q1 | $796K | Buy |
6,464
+186
| +3% | +$22.9K | 0.51% | 47 |
|
|
2023
Q4 | $736K | Sell |
6,278
-152
| -2% | -$17.8K | 0.52% | 44 |
|
|
2023
Q3 | $692K | Sell |
6,430
-1,887
| -23% | -$203K | 0.55% | 41 |
|
|
2023
Q2 | $942K | Sell |
8,317
-48
| -0.6% | -$5.44K | 0.72% | 32 |
|
|
2023
Q1 | $980K | Sell |
8,365
-32
| -0.4% | -$3.75K | 0.77% | 31 |
|
|
2022
Q4 | $1.01M | Buy |
+8,397
| New | +$1.01M | 0.85% | 30 |
|