Paulson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,611
| Closed | -$216K | – | 143 |
|
|
2025
Q1 | $216K | Sell |
1,611
-1,747
| -52% | -$235K | 0.06% | 124 |
|
|
2024
Q4 | $441K | Sell |
3,358
-1,558
| -32% | -$205K | 0.12% | 85 |
|
|
2024
Q3 | $664K | Sell |
4,916
-2,984
| -38% | -$403K | 0.18% | 60 |
|
|
2024
Q2 | $956K | Sell |
7,900
-624
| -7% | -$75.5K | 0.28% | 42 |
|
|
2024
Q1 | $1.05M | Sell |
8,524
-706
| -8% | -$87K | 0.31% | 42 |
|
|
2023
Q4 | $1.08M | Sell |
9,230
-6,269
| -40% | -$735K | 0.35% | 41 |
|
|
2023
Q3 | $1.67M | Buy |
15,499
+419
| +3% | +$45.1K | 0.58% | 31 |
|
|
2023
Q2 | $1.71M | Buy |
+15,080
| New | +$1.71M | 0.58% | 28 |
|