KFG 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 | $570K | Sell |
4,292
-750
| -15% | -$99.6K | 0.09% | 118 |
|
|
2025
Q1 | $677K | Sell |
5,042
-60
| -1% | -$8.06K | 0.12% | 97 |
|
|
2024
Q4 | $670K | Sell |
5,102
-194
| -4% | -$25.5K | 0.13% | 91 |
|
|
2024
Q3 | $715K | Hold |
5,296
| – | – | 0.16% | 88 |
|
|
2024
Q2 | $641K | Sell |
5,296
-45
| -0.8% | -$5.44K | 0.25% | 73 |
|
|
2024
Q1 | $658K | Buy |
5,341
+235
| +5% | +$28.9K | 0.27% | 71 |
|
|
2023
Q4 | $599K | Sell |
5,106
-271
| -5% | -$31.8K | 0.27% | 63 |
|
|
2023
Q3 | $579K | Buy |
5,377
+300
| +6% | +$32.3K | 0.31% | 60 |
|
|
2023
Q2 | $575K | Hold |
5,077
| – | – | 0.34% | 51 |
|
|
2023
Q1 | $604K | Buy |
5,077
+56
| +1% | +$6.67K | 0.42% | 37 |
|
|
2022
Q4 | $606K | Buy |
+5,021
| New | +$606K | 0.62% | 34 |
|