Kingsview 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 | $583K | Buy |
4,391
+4
| +0.1% | +$531 | 0.01% | 721 |
|
|
2025
Q1 | $589K | Buy |
4,387
+39
| +0.9% | +$5.24K | 0.01% | 679 |
|
|
2024
Q4 | $571K | Sell |
4,348
-4,500
| -51% | -$591K | 0.01% | 701 |
|
|
2024
Q3 | $1.2M | Buy |
8,848
+5
| +0.1% | +$675 | 0.03% | 491 |
|
|
2024
Q2 | $1.07M | Sell |
8,843
-142
| -2% | -$17.2K | 0.03% | 498 |
|
|
2024
Q1 | $1.11M | Sell |
8,985
-120
| -1% | -$14.8K | 0.03% | 474 |
|
|
2023
Q4 | $1.07M | Sell |
9,105
-282
| -3% | -$33.1K | 0.03% | 451 |
|
|
2023
Q3 | $1.01M | Sell |
9,387
-17
| -0.2% | -$1.83K | 0.04% | 432 |
|
|
2023
Q2 | $1.07M | Sell |
9,404
-219
| -2% | -$24.8K | 0.04% | 390 |
|
|
2023
Q1 | $1.13M | Hold |
9,623
| – | – | 0.05% | 361 |
|
|
2022
Q4 | $1.16M | Sell |
9,623
-1,323
| -12% | -$160K | 0.05% | 319 |
|
|
2022
Q3 | $1.17M | Sell |
10,946
-132
| -1% | -$14.2K | 0.06% | 300 |
|
|
2022
Q2 | $1.3M | Buy |
11,078
+6,580
| +146% | +$775K | 0.06% | 297 |
|
|
2022
Q1 | $576K | Sell |
4,498
-4,385
| -49% | -$562K | 0.03% | 538 |
|
|
2021
Q4 | $1.09M | Buy |
8,883
+39
| +0.4% | +$4.78K | 0.05% | 368 |
|
|
2021
Q3 | $1.02M | Hold |
8,844
| – | – | 0.05% | 374 |
|
|
2021
Q2 | $1.04M | Buy |
8,844
+43
| +0.5% | +$5.05K | 0.05% | 370 |
|
|
2021
Q1 | $1.01M | Buy |
8,801
+553
| +7% | +$63.5K | 0.06% | 327 |
|
|
2020
Q4 | $793K | Sell |
8,248
-1,486
| -15% | -$143K | 0.06% | 332 |
|
|
2020
Q3 | $794K | Sell |
9,734
-525
| -5% | -$42.8K | 0.07% | 270 |
|
|
2020
Q2 | $828K | Hold |
10,259
| – | – | 0.08% | 235 |
|
|
2020
Q1 | $754K | Buy |
10,259
+202
| +2% | +$14.8K | 0.1% | 214 |
|
|
2019
Q4 | $1.06M | Buy |
10,057
+13
| +0.1% | +$1.37K | 0.13% | 184 |
|
|
2019
Q3 | $1.02M | Buy |
10,044
+779
| +8% | +$79.4K | 0.16% | 158 |
|
|
2019
Q2 | $922K | Buy |
9,265
+5,185
| +127% | +$516K | 0.15% | 161 |
|
|
2019
Q1 | $401K | Buy |
+4,080
| New | +$401K | 0.06% | 300 |
|