LongView 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
2,687
+2
| +0.1% | +$266 | 0.11% | 151 |
|
|
2025
Q1 | $361K | Buy |
2,685
+3
| +0.1% | +$403 | 0.11% | 142 |
|
|
2024
Q4 | $352K | Buy |
2,682
+2
| +0.1% | +$263 | 0.11% | 142 |
|
|
2024
Q3 | $362K | Buy |
2,680
+3
| +0.1% | +$405 | 0.12% | 138 |
|
|
2024
Q2 | $324K | Buy |
2,677
+3
| +0.1% | +$363 | 0.12% | 136 |
|
|
2024
Q1 | $329K | Sell |
2,674
-804
| -23% | -$99.1K | 0.13% | 136 |
|
|
2023
Q4 | $410K | Buy |
+3,478
| New | +$410K | 0.18% | 107 |
|