LVM Capital 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 | $201K | Hold |
1,516
| – | – | 0.02% | 147 |
|
|
2025
Q1 | $204K | Buy |
+1,516
| New | +$204K | 0.02% | 143 |
|
|
2024
Q1 | – | Sell |
-3,386
| Closed | -$397K | – | 141 |
|
|
2023
Q4 | $397K | Hold |
3,386
| – | – | 0.05% | 118 |
|
|
2023
Q3 | $364K | Buy |
3,386
+740
| +28% | +$79.6K | 0.05% | 114 |
|
|
2023
Q2 | $300K | Sell |
2,646
-127
| -5% | -$14.4K | 0.04% | 119 |
|
|
2023
Q1 | $325K | Hold |
2,773
| – | – | 0.05% | 115 |
|
|
2022
Q4 | $334K | Hold |
2,773
| – | – | 0.05% | 105 |
|
|
2022
Q3 | $297K | Hold |
2,773
| – | – | 0.05% | 106 |
|
|
2022
Q2 | $326K | Buy |
2,773
+916
| +49% | +$108K | 0.05% | 103 |
|
|
2022
Q1 | $238K | Buy |
+1,857
| New | +$238K | 0.03% | 128 |
|