KPP Advisory Services’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 | $344K | Hold |
2,588
| – | – | 0.06% | 235 |
|
|
2025
Q1 | $348K | Sell |
2,588
-150
| -5% | -$20.1K | 0.07% | 225 |
|
|
2024
Q4 | $359K | Buy |
2,738
+1,065
| +64% | +$140K | 0.08% | 173 |
|
|
2024
Q3 | $226K | Sell |
1,673
-150
| -8% | -$20.3K | 0.05% | 233 |
|
|
2024
Q2 | $221K | Hold |
1,823
| – | – | 0.06% | 223 |
|
|
2024
Q1 | $225K | Buy |
1,823
+23
| +1% | +$2.83K | 0.06% | 222 |
|
|
2023
Q4 | $211K | Sell |
1,800
-173
| -9% | -$20.3K | 0.19% | 118 |
|
|
2023
Q3 | $212K | Buy |
+1,973
| New | +$212K | 0.07% | 193 |
|