Lloyd Advisory Services’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-27
Closed -$3K 195
2022
Q1
$3K Buy
+27
New +$3.37K ﹤0.01% 476
2020
Q3
Sell
-220
Closed -$18K 337
2020
Q2
$18K Buy
+220
New +$17.6K 0.01% 165

Other funds holding DVY

Lloyd Advisory Services's DVY Position: Q2 2022 in Review

Lloyd Advisory Services sold out of iShares Select Dividend ETF (DVY) in Q2 2022, closing a stake of 27 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in DVY in Q2 2020 and held it in 2 quarters. The position peaked at $18K in Q2 2020. 1,173 funds tracked by Wall St. Rank hold DVY as of Q2 2022.

  • Lloyd Advisory Services reported no remaining iShares Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 27 iShares Select Dividend ETF shares in Q2 2022, an estimated $3K.
  • Lloyd Advisory Services first reported a position in iShares Select Dividend ETF in Q2 2020 and held it in 2 quarters.
  • Lloyd Advisory Services's iShares Select Dividend ETF position peaked at $18K in Q2 2020.
  • 1,173 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.