Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-80
| Closed | -$9.88K | – | 224 |
|
|
2024
Q1 | $9.88K | Sell |
80
-53
| -40% | -$6.54K | ﹤0.01% | 154 |
|
|
2023
Q4 | $15.6K | Buy |
133
+55
| +71% | +$6.45K | 0.01% | 159 |
|
|
2023
Q3 | $8.36K | Hold |
78
| – | – | ﹤0.01% | 133 |
|
|
2023
Q2 | $8.8K | Buy |
78
+1
| +1% | +$113 | ﹤0.01% | 124 |
|
|
2023
Q1 | $9.03K | Buy |
77
+1
| +1% | +$117 | 0.01% | 135 |
|
|
2022
Q4 | $9.22K | Buy |
76
+1
| +1% | +$121 | 0.01% | 115 |
|
|
2022
Q3 | $8K | Buy |
75
+1
| +1% | +$107 | 0.01% | 121 |
|
|
2022
Q2 | $9K | Hold |
74
| – | – | 0.01% | 112 |
|
|
2022
Q1 | $10K | Hold |
74
| – | – | 0.01% | 105 |
|
|
2021
Q4 | $9K | Buy |
+74
| New | +$9K | 0.01% | 124 |
|