PFA
Pinnacle Family Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
25,653
+9,339
| +57% | +$1.23M | 1.65% | 14 |
|
|
2025
Q1 | $2.19M | Buy |
16,314
+610
| +4% | +$81.9K | 1.19% | 22 |
|
|
2024
Q4 | $2.06M | Buy |
15,704
+245
| +2% | +$32.2K | 1% | 24 |
|
|
2024
Q3 | $2.09M | Buy |
15,459
+9,846
| +175% | +$1.33M | 1.08% | 25 |
|
|
2024
Q2 | $679K | Sell |
5,613
-6
| -0.1% | -$726 | 0.38% | 47 |
|
|
2024
Q1 | $692K | Buy |
5,619
+25
| +0.4% | +$3.08K | 0.37% | 44 |
|
|
2023
Q4 | $656K | Buy |
5,594
+690
| +14% | +$80.9K | 0.39% | 43 |
|
|
2023
Q3 | $528K | Buy |
4,904
+144
| +3% | +$15.5K | 0.3% | 48 |
|
|
2023
Q2 | $539K | Buy |
4,760
+32
| +0.7% | +$3.63K | 0.29% | 58 |
|
|
2023
Q1 | $554K | Sell |
4,728
-18,581
| -80% | -$2.18M | 0.34% | 55 |
|
|
2022
Q4 | $2.81M | Buy |
23,309
+16,567
| +246% | +$2M | 2.01% | 11 |
|
|
2022
Q3 | $723K | Buy |
6,742
+971
| +17% | +$104K | 0.63% | 34 |
|
|
2022
Q2 | $679K | Sell |
5,771
-67
| -1% | -$7.88K | 0.55% | 40 |
|
|
2022
Q1 | $748K | Sell |
5,838
-799
| -12% | -$102K | 0.4% | 43 |
|
|
2021
Q4 | $814K | Buy |
6,637
+40
| +0.6% | +$4.91K | 0.37% | 47 |
|
|
2021
Q3 | $757K | Sell |
6,597
-278
| -4% | -$31.9K | 0.34% | 49 |
|
|
2021
Q2 | $802K | Buy |
6,875
+474
| +7% | +$55.3K | 0.35% | 52 |
|
|
2021
Q1 | $730K | Sell |
6,401
-3,684
| -37% | -$420K | 0.38% | 51 |
|
|
2020
Q4 | $970K | Buy |
10,085
+2,039
| +25% | +$196K | 0.59% | 38 |
|
|
2020
Q3 | $656K | Buy |
8,046
+4,349
| +118% | +$355K | 0.44% | 36 |
|
|
2020
Q2 | $298K | Buy |
+3,697
| New | +$298K | 0.26% | 53 |
|
|
2020
Q1 | – | Sell |
-13,085
| Closed | -$1.38M | – | 62 |
|
|
2019
Q4 | $1.38M | Buy |
13,085
+1,029
| +9% | +$109K | 1.25% | 22 |
|
|
2019
Q3 | $1.23M | Sell |
12,056
-842
| -7% | -$85.8K | 1.08% | 24 |
|
|
2019
Q2 | $1.28M | Buy |
12,898
+32
| +0.2% | +$3.19K | 1.06% | 27 |
|
|
2019
Q1 | $1.26M | Sell |
12,866
-7,749
| -38% | -$761K | 1.12% | 30 |
|
|
2018
Q4 | $1.84M | Buy |
20,615
+3,134
| +18% | +$280K | 1.24% | 25 |
|
|
2018
Q3 | $1.74M | Buy |
17,481
+13
| +0.1% | +$1.3K | 0.92% | 26 |
|
|
2018
Q2 | $1.71M | Buy |
17,468
+1,471
| +9% | +$144K | 0.91% | 23 |
|
|
2018
Q1 | $1.52M | Buy |
15,997
+5
| +0% | +$476 | 0.87% | 22 |
|
|
2017
Q4 | $1.58M | Buy |
15,992
+2,120
| +15% | +$209K | 0.73% | 32 |
|
|
2017
Q3 | $1.3M | Buy |
13,872
+133
| +1% | +$12.5K | 0.61% | 37 |
|
|
2017
Q2 | $1.27M | Buy |
13,739
+164
| +1% | +$15.1K | 0.71% | 28 |
|
|
2017
Q1 | $1.24M | Sell |
13,575
-8,025
| -37% | -$731K | 0.77% | 24 |
|
|
2016
Q4 | $1.91M | Buy |
+21,600
| New | +$1.91M | 1.17% | 27 |
|