ORG 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 | $66.1K | Hold |
488
| – | – | 0.01% | 497 |
|
|
2025
Q1 | $65.5K | Hold |
488
| – | – | 0.02% | 444 |
|
|
2024
Q4 | $64.1K | Buy |
488
+375
| +332% | +$49.2K | 0.01% | 509 |
|
|
2024
Q3 | $15.3K | Sell |
113
-151
| -57% | -$20.4K | ﹤0.01% | 720 |
|
|
2024
Q2 | $31.8K | Buy |
+264
| New | +$31.8K | ﹤0.01% | 938 |
|
|
2024
Q1 | – | Sell |
-2,777
| Closed | -$326K | – | 677 |
|
|
2023
Q4 | $326K | Buy |
2,777
+620
| +29% | +$72.7K | 0.05% | 231 |
|
|
2023
Q3 | $232K | Sell |
2,157
-412
| -16% | -$44.3K | 0.07% | 263 |
|
|
2023
Q2 | $292K | Buy |
+2,569
| New | +$292K | 0.05% | 311 |
|