Morris Financial Concepts’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 | $52.7K | Sell |
397
-1
| -0.3% | -$133 | 0.02% | 153 |
|
|
2025
Q1 | $53.4K | Sell |
398
-36
| -8% | -$4.83K | 0.02% | 152 |
|
|
2024
Q4 | $56.9K | Hold |
434
| – | – | 0.02% | 142 |
|
|
2024
Q3 | $58.6K | Sell |
434
-8
| -2% | -$1.08K | 0.03% | 147 |
|
|
2024
Q2 | $53.4K | Sell |
442
-12
| -3% | -$1.45K | 0.03% | 120 |
|
|
2024
Q1 | $55.9K | Sell |
454
-16
| -3% | -$1.97K | 0.03% | 116 |
|
|
2023
Q4 | $55K | Sell |
470
-1
| -0.2% | -$117 | 0.03% | 114 |
|
|
2023
Q3 | $50.6K | Sell |
471
-2
| -0.4% | -$215 | 0.03% | 105 |
|
|
2023
Q2 | $53.5K | Sell |
473
-6
| -1% | -$679 | 0.03% | 106 |
|
|
2023
Q1 | $56.1K | Sell |
479
-9
| -2% | -$1.05K | 0.04% | 103 |
|
|
2022
Q4 | $58.8K | Hold |
488
| – | – | 0.05% | 97 |
|
|
2022
Q3 | $52K | Sell |
488
-1
| -0.2% | -$107 | 0.05% | 79 |
|
|
2022
Q2 | $57K | Buy |
489
+46
| +10% | +$5.36K | 0.05% | 85 |
|
|
2022
Q1 | $57K | Hold |
443
| – | – | 0.05% | 84 |
|
|
2021
Q4 | $54K | Buy |
+443
| New | +$54K | 0.05% | 77 |
|