MFA
Mayflower Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2M | Sell |
15,051
-3
| -0% | -$398 | 0.28% | 86 |
|
2025
Q1 | $2.02M | Buy |
15,054
+681
| +5% | +$91.4K | 0.31% | 77 |
|
2024
Q4 | $1.89M | Sell |
14,373
-1,236
| -8% | -$162K | 0.28% | 80 |
|
2024
Q3 | $2.11M | Sell |
15,609
-117
| -0.7% | -$15.8K | 0.32% | 73 |
|
2024
Q2 | $1.9M | Sell |
15,726
-36
| -0.2% | -$4.36K | 0.31% | 73 |
|
2024
Q1 | $1.94M | Buy |
15,762
+5
| +0% | +$616 | 0.32% | 76 |
|
2023
Q4 | $1.85M | Sell |
15,757
-38
| -0.2% | -$4.45K | 0.26% | 82 |
|
2023
Q3 | $1.7M | Buy |
15,795
+334
| +2% | +$36K | 0.25% | 83 |
|
2023
Q2 | $1.75M | Sell |
15,461
-150
| -1% | -$17K | 0.23% | 90 |
|
2023
Q1 | $1.83M | Sell |
15,611
-465
| -3% | -$54.5K | 0.24% | 83 |
|
2022
Q4 | $1.94M | Buy |
16,076
+105
| +0.7% | +$12.7K | 0.27% | 75 |
|
2022
Q3 | $1.71M | Buy |
15,971
+600
| +4% | +$64.3K | 0.28% | 73 |
|
2022
Q2 | $1.81M | Sell |
15,371
-450
| -3% | -$53K | 0.28% | 72 |
|
2022
Q1 | $2.03M | Hold |
15,821
| – | – | 0.27% | 68 |
|
2021
Q4 | $1.94M | Hold |
15,821
| – | – | 0.26% | 72 |
|
2021
Q3 | $1.88M | Sell |
15,821
-315
| -2% | -$37.5K | 0.25% | 74 |
|
2021
Q2 | $1.88M | Buy |
16,136
+1,380
| +9% | +$161K | 0.26% | 68 |
|
2021
Q1 | $1.68M | Sell |
14,756
-75
| -0.5% | -$8.56K | 0.25% | 69 |
|
2020
Q4 | $1.43M | Buy |
+14,831
| New | +$1.43M | 0.25% | 68 |
|