LMG Wealth Partners’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 | $4.96M | Sell |
37,328
-392
| -1% | -$52.1K | 1.02% | 33 |
|
|
2025
Q1 | $5.07M | Sell |
37,720
-487
| -1% | -$65.4K | 1.13% | 32 |
|
|
2024
Q4 | $5.02M | Sell |
38,207
-61
| -0.2% | -$8.01K | 1.09% | 33 |
|
|
2024
Q3 | $5.17M | Sell |
38,268
-32
| -0.1% | -$4.32K | 1.18% | 31 |
|
|
2024
Q2 | $4.63M | Sell |
38,300
-121
| -0.3% | -$14.6K | 1.16% | 31 |
|
|
2024
Q1 | $4.73M | Buy |
38,421
+146
| +0.4% | +$18K | 1.19% | 30 |
|
|
2023
Q4 | $4.49M | Buy |
38,275
+317
| +0.8% | +$37.2K | 1.25% | 31 |
|
|
2023
Q3 | $4.09M | Buy |
37,958
+74
| +0.2% | +$7.97K | 1.24% | 32 |
|
|
2023
Q2 | $4.29M | Buy |
37,884
+580
| +2% | +$65.7K | 1.31% | 30 |
|
|
2023
Q1 | $4.37M | Buy |
37,304
+115
| +0.3% | +$13.5K | 1.41% | 28 |
|
|
2022
Q4 | $4.62M | Buy |
+37,189
| New | +$4.62M | 1.53% | 27 |
|