LJI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,627
| Closed | -$220K | – | 186 |
|
|
2024
Q3 | $220K | Sell |
1,627
-110
| -6% | -$14.9K | 0.04% | 178 |
|
|
2024
Q2 | $210K | Hold |
1,737
| – | – | 0.05% | 172 |
|
|
2024
Q1 | $214K | Hold |
1,737
| – | – | 0.06% | 140 |
|
|
2023
Q4 | $204K | Buy |
+1,737
| New | +$204K | 0.05% | 157 |
|
|
2023
Q1 | – | Sell |
-1,660
| Closed | -$200K | – | 160 |
|
|
2022
Q4 | $200K | Buy |
+1,660
| New | +$200K | 0.07% | 139 |
|