Pointe Capital Management’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-800
Closed -$93.7K 218
2023
Q1
$93.7K Buy
+800
New +$96.8K 0.07% 191
2017
Q1
Sell
-8,497
Closed -$753K 162
2016
Q4
$753K Buy
+8,497
New +$732K 0.43% 52

Other funds holding DVY

Pointe Capital Management's DVY Position: Q2 2023 in Review

Pointe Capital Management sold out of iShares Select Dividend ETF (DVY) in Q2 2023, closing a stake of 800 shares — an estimated $93.7K sold.

Pointe Capital Management first reported a position in DVY in Q4 2016 and held it in 2 quarters. The position peaked at $753K in Q4 2016. 1,184 funds tracked by Wall St. Rank hold DVY as of Q2 2023.

  • Pointe Capital Management reported no remaining iShares Select Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 800 iShares Select Dividend ETF shares in Q2 2023, an estimated $93.7K.
  • Pointe Capital Management first reported a position in iShares Select Dividend ETF in Q4 2016 and held it in 2 quarters.
  • Pointe Capital Management's iShares Select Dividend ETF position peaked at $753K in Q4 2016.
  • 1,184 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.