Paladin Advisory Group’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 | $14.3K | Hold |
108
| – | – | 0.01% | 187 |
|
|
2025
Q1 | $14.5K | Hold |
108
| – | – | 0.01% | 189 |
|
|
2024
Q4 | $14.2K | Hold |
108
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $14.6K | Hold |
108
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $13K | Hold |
108
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $13.2K | Sell |
108
-91
| -46% | -$11.1K | 0.01% | 185 |
|
|
2023
Q4 | $23.3K | Hold |
199
| – | – | 0.02% | 174 |
|
|
2023
Q3 | $21.4K | Sell |
199
-189
| -49% | -$20.3K | 0.02% | 188 |
|
|
2023
Q2 | $44K | Buy |
388
+49
| +14% | +$5.55K | 0.04% | 160 |
|
|
2023
Q1 | $39.7K | Buy |
+339
| New | +$39.7K | 0.03% | 164 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 65 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 65 |
|
|
2022
Q2 | – | Sell |
-753
| Closed | -$96K | – | 67 |
|
|
2022
Q1 | $96K | Buy |
+753
| New | +$96K | 0.08% | 132 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 64 |
|