MGB 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 | $620K | Sell |
4,670
-41
| -0.9% | -$5.45K | 0.2% | 102 |
|
|
2025
Q1 | $633K | Buy |
4,711
+326
| +7% | +$43.8K | 0.23% | 103 |
|
|
2024
Q4 | $576K | Hold |
4,385
| – | – | 0.18% | 101 |
|
|
2024
Q3 | $592K | Sell |
4,385
-430
| -9% | -$58.1K | 0.21% | 99 |
|
|
2024
Q2 | $602K | Hold |
4,815
| – | – | 0.23% | 100 |
|
|
2024
Q1 | $593K | Buy |
4,815
+520
| +12% | +$64.1K | 0.24% | 98 |
|
|
2023
Q4 | $503K | Buy |
+4,295
| New | +$503K | 0.25% | 110 |
|