Lane & Associates’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
Q1 | $274K | Buy |
2,040
+3
| +0.1% | +$403 | 0.15% | 102 |
|
|
2024
Q4 | $275K | Sell |
2,037
-428
| -17% | -$57.7K | 0.14% | 104 |
|
|
2024
Q3 | $333K | Sell |
2,465
-18
| -0.7% | -$2.43K | 0.18% | 87 |
|
|
2024
Q2 | $300K | Buy |
2,483
+3
| +0.1% | +$363 | 0.18% | 88 |
|
|
2024
Q1 | $305K | Buy |
2,480
+4
| +0.2% | +$493 | 0.19% | 85 |
|
|
2023
Q4 | $290K | Sell |
2,476
-1,863
| -43% | -$218K | 0.21% | 84 |
|
|
2023
Q3 | $467K | Buy |
4,339
+68
| +2% | +$7.32K | 0.38% | 55 |
|
|
2023
Q2 | $484K | Buy |
4,271
+2
| +0% | +$227 | 0.39% | 51 |
|
|
2023
Q1 | $500K | Buy |
4,269
+1
| +0% | +$117 | 0.45% | 49 |
|
|
2022
Q4 | $515K | Buy |
+4,268
| New | +$515K | 0.49% | 47 |
|