Marcum Wealth’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
Q1 | $1.08M | Hold |
8,062
| – | – | 0.09% | 108 |
|
|
2024
Q4 | $1.06M | Buy |
+8,062
| New | +$1.06M | 0.09% | 108 |
|
|
2022
Q4 | – | Sell |
-2,001
| Closed | -$215K | – | 384 |
|
|
2022
Q3 | $215K | Sell |
2,001
-253
| -11% | -$27.2K | 0.03% | 292 |
|
|
2022
Q2 | $265K | Hold |
2,254
| – | – | 0.04% | 254 |
|
|
2022
Q1 | $289K | Sell |
2,254
-3,073
| -58% | -$394K | 0.04% | 248 |
|
|
2021
Q4 | $653K | Buy |
+5,327
| New | +$653K | 0.09% | 143 |
|