Lakeridge 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 | $924K | Sell |
6,959
-305
| -4% | -$40.5K | 0.43% | 40 |
|
|
2025
Q1 | $975K | Buy |
7,264
+413
| +6% | +$55.5K | 0.49% | 39 |
|
|
2024
Q4 | $900K | Hold |
6,851
| – | – | 0.46% | 40 |
|
|
2024
Q3 | $925K | Sell |
6,851
-23
| -0.3% | -$3.11K | 0.51% | 38 |
|
|
2024
Q2 | $832K | Buy |
6,874
+115
| +2% | +$13.9K | 0.5% | 37 |
|
|
2024
Q1 | $833K | Sell |
6,759
-3,337
| -33% | -$411K | 0.54% | 36 |
|
|
2023
Q4 | $1.18M | Buy |
+10,096
| New | +$1.18M | 0.86% | 26 |
|