Obermeyer Wealth Partners’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 | $372K | Sell |
2,799
-20
| -0.7% | -$2.66K | 0.02% | 192 |
|
|
2025
Q1 | $379K | Sell |
2,819
-15
| -0.5% | -$2.01K | 0.02% | 179 |
|
|
2024
Q4 | $372K | Buy |
2,834
+15
| +0.5% | +$1.97K | 0.02% | 183 |
|
|
2024
Q3 | $381K | Hold |
2,819
| – | – | 0.02% | 180 |
|
|
2024
Q2 | $341K | Sell |
2,819
-45
| -2% | -$5.44K | 0.02% | 181 |
|
|
2024
Q1 | $353K | Hold |
2,864
| – | – | 0.02% | 176 |
|
|
2023
Q4 | $336K | Buy |
2,864
+69
| +2% | +$8.09K | 0.02% | 157 |
|
|
2023
Q3 | $301K | Buy |
+2,795
| New | +$301K | 0.02% | 160 |
|