Precedent Wealth Partners’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 | $1.49M | Buy |
11,185
+77
| +0.7% | +$10.2K | 0.36% | 79 |
|
|
2025
Q1 | $1.49M | Hold |
11,108
| – | – | 0.41% | 74 |
|
|
2024
Q4 | $1.46M | Sell |
11,108
-1,198
| -10% | -$157K | 0.48% | 60 |
|
|
2024
Q3 | $1.66M | Hold |
12,306
| – | – | 0.55% | 41 |
|
|
2024
Q2 | $1.49M | Sell |
12,306
-32
| -0.3% | -$3.87K | 0.6% | 38 |
|
|
2024
Q1 | $1.52M | Sell |
12,338
-1,780
| -13% | -$219K | 0.65% | 35 |
|
|
2023
Q4 | $1.65M | Buy |
+14,118
| New | +$1.65M | 0.84% | 26 |
|