MONECO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
1,637
-177
| -10% | -$23.5K | 0.02% | 445 |
|
|
2025
Q1 | $244K | Sell |
1,814
-121
| -6% | -$16.2K | 0.03% | 408 |
|
|
2024
Q4 | $254K | Buy |
+1,935
| New | +$254K | 0.03% | 401 |
|
|
2019
Q4 | – | Sell |
-3,444
| Closed | -$351K | – | 149 |
|
|
2019
Q3 | $351K | Hold |
3,444
| – | – | 0.27% | 85 |
|
|
2019
Q2 | $343K | Hold |
3,444
| – | – | 0.28% | 88 |
|
|
2019
Q1 | $338K | Hold |
3,444
| – | – | 0.27% | 88 |
|
|
2018
Q4 | $308K | Buy |
+3,444
| New | +$308K | 0.36% | 60 |
|