Lineweaver Wealth Advisors’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
Q4 | – | Sell |
-2,979
| Closed | -$321K | – | 131 |
|
|
2023
Q3 | $321K | Sell |
2,979
-824
| -22% | -$88.7K | 0.09% | 113 |
|
|
2023
Q2 | $431K | Sell |
3,803
-479
| -11% | -$54.3K | 0.12% | 88 |
|
|
2023
Q1 | $502K | Sell |
4,282
-544
| -11% | -$63.7K | 0.15% | 85 |
|
|
2022
Q4 | $582K | Sell |
4,826
-335
| -6% | -$40.4K | 0.18% | 85 |
|
|
2022
Q3 | $553K | Sell |
5,161
-139
| -3% | -$14.9K | 0.18% | 84 |
|
|
2022
Q2 | $623K | Buy |
5,300
+228
| +4% | +$26.8K | 0.21% | 77 |
|
|
2022
Q1 | $649K | Sell |
5,072
-12
| -0.2% | -$1.54K | 0.19% | 81 |
|
|
2021
Q4 | $623K | Sell |
5,084
-395
| -7% | -$48.4K | 0.18% | 77 |
|
|
2021
Q3 | $628K | Sell |
5,479
-1,684
| -24% | -$193K | 0.19% | 68 |
|
|
2021
Q2 | $835K | Buy |
7,163
+4,668
| +187% | +$544K | 0.27% | 53 |
|
|
2021
Q1 | $284K | Buy |
+2,495
| New | +$284K | 0.1% | 92 |
|