MFT
Moisand Fitzgerald Tamayo’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
1,500
+100
| +7% | +$13.3K | 0.03% | 115 |
|
|
2025
Q1 | $188K | Hold |
1,400
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $184K | Hold |
1,400
| – | – | 0.03% | 118 |
|
|
2024
Q3 | $189K | Hold |
1,400
| – | – | 0.03% | 117 |
|
|
2024
Q2 | $169K | Hold |
1,400
| – | – | 0.03% | 115 |
|
|
2024
Q1 | $172K | Hold |
1,400
| – | – | 0.03% | 111 |
|
|
2023
Q4 | $164K | Hold |
1,400
| – | – | 0.03% | 111 |
|
|
2023
Q3 | $151K | Hold |
1,400
| – | – | 0.03% | 112 |
|
|
2023
Q2 | $159K | Hold |
1,400
| – | – | 0.03% | 109 |
|
|
2023
Q1 | $164K | Hold |
1,400
| – | – | 0.04% | 108 |
|
|
2022
Q4 | $169K | Hold |
1,400
| – | – | 0.04% | 108 |
|
|
2022
Q3 | $150K | Sell |
1,400
-7
| -0.5% | -$750 | 0.04% | 108 |
|
|
2022
Q2 | $166K | Buy |
+1,407
| New | +$166K | 0.04% | 104 |
|
|
2020
Q1 | – | Sell |
-145
| Closed | -$15K | – | 263 |
|
|
2019
Q4 | $15K | Buy |
145
+50
| +53% | +$5.17K | 0.01% | 179 |
|
|
2019
Q3 | $10K | Sell |
95
-119
| -56% | -$12.5K | 0.01% | 194 |
|
|
2019
Q2 | $21K | Hold |
214
| – | – | 0.01% | 154 |
|
|
2019
Q1 | $21K | Hold |
214
| – | – | 0.01% | 157 |
|
|
2018
Q4 | $19K | Hold |
214
| – | – | 0.01% | 157 |
|
|
2018
Q3 | $21K | Hold |
214
| – | – | 0.01% | 163 |
|
|
2018
Q2 | $21K | Hold |
214
| – | – | 0.01% | 156 |
|
|
2018
Q1 | $20K | Hold |
214
| – | – | 0.01% | 167 |
|
|
2017
Q4 | $21K | Hold |
214
| – | – | 0.01% | 145 |
|
|
2017
Q3 | $20K | Buy |
+214
| New | +$20K | 0.01% | 161 |
|
|
2016
Q2 | – | Sell |
-300
| Closed | -$25K | – | 92 |
|
|
2016
Q1 | $25K | Hold |
300
| – | – | 0.02% | 121 |
|
|
2015
Q4 | $23K | Buy |
+300
| New | +$23K | 0.02% | 121 |
|