M. Kulyk & Associates’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 | $447K | Sell |
3,369
-1,397
| -29% | -$186K | 0.1% | 70 |
|
|
2025
Q1 | $640K | Sell |
4,766
-420
| -8% | -$56.4K | 0.15% | 63 |
|
|
2024
Q4 | $681K | Sell |
5,186
-11
| -0.2% | -$1.44K | 0.15% | 64 |
|
|
2024
Q3 | $702K | Sell |
5,197
-8
| -0.2% | -$1.08K | 0.14% | 61 |
|
|
2024
Q2 | $630K | Sell |
5,205
-1,083
| -17% | -$131K | 0.15% | 62 |
|
|
2024
Q1 | $775K | Buy |
6,288
+2
| +0% | +$246 | 0.18% | 58 |
|
|
2023
Q4 | $737K | Sell |
6,286
-27
| -0.4% | -$3.17K | 0.17% | 63 |
|
|
2023
Q3 | $680K | Sell |
6,313
-1,792
| -22% | -$193K | 0.19% | 60 |
|
|
2023
Q2 | $918K | Sell |
8,105
-733
| -8% | -$83.1K | 0.26% | 59 |
|
|
2023
Q1 | $1.04M | Sell |
8,838
-134
| -1% | -$15.7K | 0.31% | 57 |
|
|
2022
Q4 | $1.08M | Buy |
8,972
+1
| +0% | +$121 | 0.36% | 55 |
|
|
2022
Q3 | $962K | Buy |
8,971
+1
| +0% | +$107 | 0.33% | 57 |
|
|
2022
Q2 | $1.06M | Buy |
8,970
+1
| +0% | +$118 | 0.33% | 51 |
|
|
2022
Q1 | $1.15M | Sell |
8,969
-139
| -2% | -$17.8K | 0.31% | 51 |
|
|
2021
Q4 | $1.12M | Sell |
9,108
-162
| -2% | -$19.9K | 0.29% | 48 |
|
|
2021
Q3 | $1.06M | Buy |
9,270
+1
| +0% | +$115 | 0.34% | 44 |
|
|
2021
Q2 | $1.08M | Sell |
9,269
-270
| -3% | -$31.5K | 0.39% | 42 |
|
|
2021
Q1 | $1.09M | Sell |
9,539
-3,001
| -24% | -$342K | 0.41% | 44 |
|
|
2020
Q4 | $1.21M | Buy |
+12,540
| New | +$1.21M | 0.67% | 39 |
|