Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,237
| Closed | -$1.05M | – | 293 |
|
|
2023
Q2 | $1.05M | Sell |
9,237
-389
| -4% | -$44.1K | 0.2% | 117 |
|
|
2023
Q1 | $1.13M | Sell |
9,626
-22
| -0.2% | -$2.58K | 0.23% | 112 |
|
|
2022
Q4 | $1.16M | Sell |
9,648
-1,538
| -14% | -$185K | 0.25% | 106 |
|
|
2022
Q3 | $1.2M | Buy |
11,186
+812
| +8% | +$87K | 0.28% | 95 |
|
|
2022
Q2 | $1.22M | Hold |
10,374
| – | – | 0.25% | 110 |
|
|
2022
Q1 | $1.33M | Sell |
10,374
-667
| -6% | -$85.4K | 0.22% | 113 |
|
|
2021
Q4 | $1.35M | Buy |
+11,041
| New | +$1.35M | 0.22% | 121 |
|
|
2021
Q1 | – | Sell |
-5,158
| Closed | -$496K | – | 255 |
|
|
2020
Q4 | $496K | Buy |
+5,158
| New | +$496K | 0.1% | 193 |
|