Nikulski Financial’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 | $474K | Sell |
3,567
-250
| -7% | -$33.2K | 0.13% | 101 |
|
|
2025
Q1 | $513K | Sell |
3,817
-261
| -6% | -$35.1K | 0.15% | 90 |
|
|
2024
Q4 | $535K | Sell |
4,078
-34,309
| -89% | -$4.5M | 0.16% | 87 |
|
|
2024
Q3 | $5.18M | Sell |
38,387
-258
| -0.7% | -$34.8K | 1.55% | 19 |
|
|
2024
Q2 | $4.68M | Buy |
38,645
+843
| +2% | +$102K | 1.49% | 20 |
|
|
2024
Q1 | $4.66M | Buy |
37,802
+3,791
| +11% | +$467K | 1.54% | 19 |
|
|
2023
Q4 | $3.99M | Buy |
34,011
+1,090
| +3% | +$128K | 1.46% | 20 |
|
|
2023
Q3 | $3.54M | Sell |
32,921
-232
| -0.7% | -$25K | 1.47% | 19 |
|
|
2023
Q2 | $3.76M | Buy |
33,153
+214
| +0.6% | +$24.2K | 1.55% | 18 |
|
|
2023
Q1 | $3.86M | Sell |
32,939
-74
| -0.2% | -$8.67K | 1.71% | 17 |
|
|
2022
Q4 | $3.98M | Buy |
33,013
+852
| +3% | +$103K | 1.9% | 16 |
|
|
2022
Q3 | $3.45M | Buy |
32,161
+21
| +0.1% | +$2.25K | 1.78% | 16 |
|
|
2022
Q2 | $3.78M | Buy |
32,140
+651
| +2% | +$76.6K | 1.88% | 14 |
|
|
2022
Q1 | $4.04M | Sell |
31,489
-546
| -2% | -$70K | 1.71% | 16 |
|
|
2021
Q4 | $3.93M | Sell |
32,035
-627
| -2% | -$76.9K | 1.65% | 18 |
|
|
2021
Q3 | $3.75M | Buy |
32,662
+100
| +0.3% | +$11.5K | 1.73% | 17 |
|
|
2021
Q2 | $3.74M | Sell |
32,562
-470
| -1% | -$54K | 1.74% | 18 |
|
|
2021
Q1 | $3.77M | Buy |
33,032
+1,259
| +4% | +$144K | 1.93% | 15 |
|
|
2020
Q4 | $3.06M | Sell |
31,773
-1,047
| -3% | -$101K | 1.68% | 17 |
|
|
2020
Q3 | $2.68M | Sell |
32,820
-2,809
| -8% | -$229K | 1.7% | 14 |
|
|
2020
Q2 | $2.88M | Sell |
35,629
-616
| -2% | -$49.7K | 2.02% | 13 |
|
|
2020
Q1 | $2.67M | Buy |
36,245
+546
| +2% | +$40.1K | 2.32% | 12 |
|
|
2019
Q4 | $3.75M | Buy |
35,699
+2,596
| +8% | +$273K | 2.72% | 12 |
|
|
2019
Q3 | $3.34M | Buy |
33,103
+206
| +0.6% | +$20.8K | 2.78% | 9 |
|
|
2019
Q2 | $3.3M | Buy |
32,897
+2,800
| +9% | +$281K | 2.79% | 9 |
|
|
2019
Q1 | $2.96M | Sell |
30,097
-1,396
| -4% | -$137K | 2.88% | 9 |
|
|
2018
Q4 | $2.81M | Sell |
31,493
-799
| -2% | -$71.4K | 2.95% | 11 |
|
|
2018
Q3 | $3.1M | Buy |
32,292
+2,710
| +9% | +$260K | 2.89% | 10 |
|
|
2018
Q2 | $2.89M | Buy |
29,582
+713
| +2% | +$69.7K | 2.66% | 12 |
|
|
2018
Q1 | $2.75M | Buy |
28,869
+896
| +3% | +$85.2K | 2.72% | 13 |
|
|
2017
Q4 | $2.76M | Buy |
+27,973
| New | +$2.76M | 2.97% | 12 |
|