Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $671K | Hold |
5,705
| – | – | 0.44% | 72 |
|
|
2022
Q1 | $731K | Sell |
5,705
-150
| -3% | -$19.2K | 0.41% | 78 |
|
|
2021
Q4 | $718K | Hold |
5,855
| – | – | 0.39% | 77 |
|
|
2021
Q3 | $672K | Hold |
5,855
| – | – | 0.41% | 79 |
|
|
2021
Q2 | $683K | Sell |
5,855
-110
| -2% | -$12.8K | 0.42% | 76 |
|
|
2021
Q1 | $681K | Hold |
5,965
| – | – | 0.45% | 71 |
|
|
2020
Q4 | $574K | Hold |
5,965
| – | – | 0.42% | 73 |
|
|
2020
Q3 | $486K | Sell |
5,965
-200
| -3% | -$16.3K | 0.41% | 73 |
|
|
2020
Q2 | $498K | Hold |
6,165
| – | – | 0.46% | 69 |
|
|
2020
Q1 | $453K | Hold |
6,165
| – | – | 0.53% | 63 |
|
|
2019
Q4 | $645K | Buy |
+6,165
| New | +$645K | 0.56% | 60 |
|