Kaydan 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 | $2.05M | Sell |
15,466
-147
| -0.9% | -$19.5K | 0.67% | 28 |
|
|
2025
Q1 | $2.1M | Buy |
15,613
+51
| +0.3% | +$6.85K | 0.67% | 26 |
|
|
2024
Q4 | $2.04M | Buy |
15,562
+434
| +3% | +$57K | 0.68% | 26 |
|
|
2024
Q3 | $2.04M | Sell |
15,128
-162
| -1% | -$21.9K | 0.6% | 25 |
|
|
2024
Q2 | $1.85M | Sell |
15,290
-461
| -3% | -$55.8K | 0.66% | 26 |
|
|
2024
Q1 | $1.94M | Sell |
15,751
-57
| -0.4% | -$7.02K | 0.66% | 23 |
|
|
2023
Q4 | $1.85M | Sell |
15,808
-286
| -2% | -$33.5K | 0.75% | 22 |
|
|
2023
Q3 | $1.73M | Sell |
16,094
-81
| -0.5% | -$8.72K | 0.69% | 19 |
|
|
2023
Q2 | $1.83M | Buy |
16,175
+20
| +0.1% | +$2.27K | 0.77% | 18 |
|
|
2023
Q1 | $1.89M | Sell |
16,155
-843
| -5% | -$98.8K | 0.78% | 16 |
|
|
2022
Q4 | $2.05M | Sell |
16,998
-144
| -0.8% | -$17.4K | 0.82% | 14 |
|
|
2022
Q3 | $1.84M | Sell |
17,142
-304
| -2% | -$32.6K | 1.01% | 13 |
|
|
2022
Q2 | $2.05M | Buy |
17,446
+161
| +0.9% | +$18.9K | 1.14% | 12 |
|
|
2022
Q1 | $2.21M | Buy |
17,285
+528
| +3% | +$67.7K | 0.98% | 20 |
|
|
2021
Q4 | $2.05M | Buy |
+16,757
| New | +$2.05M | 0.78% | 22 |
|