McClarren Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-120
| Closed | -$56K | – | 264 |
|
|
2024
Q2 | $56K | Sell |
120
-344
| -74% | -$161K | 0.04% | 138 |
|
|
2024
Q1 | $58K | Buy |
464
+4
| +0.9% | +$500 | 0.04% | 134 |
|
|
2023
Q4 | $54K | Buy |
460
+11
| +2% | +$1.29K | 0.04% | 152 |
|
|
2023
Q3 | $48K | Sell |
449
-99
| -18% | -$10.6K | 0.04% | 146 |
|
|
2023
Q2 | $62K | Buy |
548
+4
| +0.7% | +$453 | 0.05% | 134 |
|
|
2023
Q1 | $63K | Buy |
544
+5
| +0.9% | +$579 | 0.06% | 125 |
|
|
2022
Q4 | $65K | Buy |
+539
| New | +$65K | 0.06% | 127 |
|