Leo Wealth LLC’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 | $682K | Sell |
5,139
-1,639
| -24% | -$218K | 0.05% | 202 |
|
|
2025
Q1 | $910K | Buy |
6,778
+26
| +0.4% | +$3.49K | 0.13% | 131 |
|
|
2024
Q4 | $886K | Buy |
6,752
+33
| +0.5% | +$4.33K | 0.08% | 168 |
|
|
2024
Q3 | $908K | Sell |
6,719
-136
| -2% | -$18.4K | 0.08% | 163 |
|
|
2024
Q2 | $829K | Sell |
6,855
-412
| -6% | -$49.8K | 0.08% | 161 |
|
|
2024
Q1 | $895K | Sell |
7,267
-124
| -2% | -$15.3K | 0.09% | 159 |
|
|
2023
Q4 | $866K | Buy |
+7,391
| New | +$866K | 0.09% | 150 |
|