Melfa Wealth 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 | $256K | Buy |
1,925
+25
| +1% | +$3.32K | 0.16% | 143 |
|
|
2025
Q1 | $255K | Hold |
1,900
| – | – | 0.17% | 138 |
|
|
2024
Q4 | $249K | Sell |
1,900
-200
| -10% | -$26.3K | 0.17% | 138 |
|
|
2024
Q3 | $284K | Hold |
2,100
| – | – | 0.19% | 125 |
|
|
2024
Q2 | $254K | Hold |
2,100
| – | – | 0.18% | 126 |
|
|
2024
Q1 | $259K | Buy |
+2,100
| New | +$259K | 0.19% | 122 |
|