MSH Capital 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 | $1.7M | Sell |
12,768
-71
| -0.6% | -$9.43K | 0.49% | 59 |
|
|
2025
Q1 | $1.72M | Buy |
12,839
+589
| +5% | +$79.1K | 0.53% | 57 |
|
|
2024
Q4 | $1.61M | Buy |
12,250
+833
| +7% | +$109K | 0.51% | 59 |
|
|
2024
Q3 | $1.54M | Buy |
11,417
+1,409
| +14% | +$190K | 0.47% | 67 |
|
|
2024
Q2 | $1.21M | Buy |
10,008
+1,570
| +19% | +$190K | 0.4% | 73 |
|
|
2024
Q1 | $1.04M | Buy |
8,438
+2,069
| +32% | +$255K | 0.37% | 79 |
|
|
2023
Q4 | $747K | Buy |
6,369
+1,415
| +29% | +$166K | 0.28% | 99 |
|
|
2023
Q3 | $533K | Buy |
4,954
+1,515
| +44% | +$163K | 0.21% | 119 |
|
|
2023
Q2 | $390K | Buy |
3,439
+546
| +19% | +$61.9K | 0.14% | 152 |
|
|
2023
Q1 | $339K | Buy |
2,893
+722
| +33% | +$84.6K | 0.14% | 148 |
|
|
2022
Q4 | $262K | Buy |
2,171
+83
| +4% | +$10K | 0.12% | 166 |
|
|
2022
Q3 | $224K | Hold |
2,088
| – | – | 0.11% | 173 |
|
|
2022
Q2 | $246K | Buy |
2,088
+160
| +8% | +$18.8K | 0.11% | 166 |
|
|
2022
Q1 | $247K | Sell |
1,928
-7
| -0.4% | -$897 | 0.1% | 176 |
|
|
2021
Q4 | $237K | Buy |
+1,935
| New | +$237K | 0.11% | 162 |
|