Pinnacle Financial 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 | $8.53M | Sell |
64,226
-114
| -0.2% | -$15.1K | 2.86% | 10 |
|
|
2025
Q1 | $8.64M | Buy |
64,340
+2,041
| +3% | +$274K | 3.14% | 9 |
|
|
2024
Q4 | $8.18M | Buy |
62,299
+2,288
| +4% | +$300K | 3.2% | 9 |
|
|
2024
Q3 | $8.11M | Buy |
60,011
+1,844
| +3% | +$249K | 3.18% | 10 |
|
|
2024
Q2 | $7.04M | Buy |
58,167
+1,381
| +2% | +$167K | 3.01% | 10 |
|
|
2024
Q1 | $6.99M | Buy |
56,786
+3,285
| +6% | +$405K | 3.07% | 9 |
|
|
2023
Q4 | $6.27M | Sell |
53,501
-1,027
| -2% | -$120K | 3.21% | 8 |
|
|
2023
Q3 | $5.87M | Buy |
54,528
+179
| +0.3% | +$19.3K | 3.49% | 8 |
|
|
2023
Q2 | $6.16M | Sell |
54,349
-221
| -0.4% | -$25K | 3.5% | 8 |
|
|
2023
Q1 | $6.39M | Buy |
54,570
+2,297
| +4% | +$269K | 3.82% | 7 |
|
|
2022
Q4 | $6.3M | Buy |
52,273
+791
| +2% | +$95.4K | 4.46% | 5 |
|
|
2022
Q3 | $5.52M | Buy |
51,482
+1,123
| +2% | +$120K | 4.78% | 5 |
|
|
2022
Q2 | $5.93M | Buy |
50,359
+670
| +1% | +$78.8K | 5.05% | 5 |
|
|
2022
Q1 | $6.37M | Sell |
49,689
-668
| -1% | -$85.6K | 5.16% | 5 |
|
|
2021
Q4 | $6.17M | Buy |
+50,357
| New | +$6.17M | 4.77% | 5 |
|