Parsec Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $284K | Hold |
2,423
| – | – | 0.01% | 262 |
|
|
2022
Q4 | $292K | Hold |
2,423
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $260K | Buy |
+2,423
| New | +$260K | 0.01% | 248 |
|
|
2020
Q1 | – | Sell |
-2,129
| Closed | -$225K | – | 241 |
|
|
2019
Q4 | $225K | Hold |
2,129
| – | – | 0.01% | 233 |
|
|
2019
Q3 | $217K | Buy |
2,129
+110
| +5% | +$11.2K | 0.01% | 223 |
|
|
2019
Q2 | $201K | Buy |
+2,019
| New | +$201K | 0.01% | 229 |
|