PSI Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-103
| Closed | -$13.9K | – | 892 |
|
|
2024
Q3 | $13.9K | Buy |
103
+1
| +1% | +$135 | ﹤0.01% | 486 |
|
|
2024
Q2 | $12.3K | Buy |
102
+1
| +1% | +$121 | ﹤0.01% | 478 |
|
|
2024
Q1 | $12.4K | Buy |
+101
| New | +$12.4K | ﹤0.01% | 452 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$18K | – | 779 |
|
|
2022
Q2 | $18K | Hold |
150
| – | – | 0.01% | 365 |
|
|
2022
Q1 | $19K | Hold |
150
| – | – | 0.01% | 374 |
|
|
2021
Q4 | $18K | Hold |
150
| – | – | 0.01% | 410 |
|
|
2021
Q3 | $17K | Buy |
+150
| New | +$17K | 0.01% | 406 |
|
|
2020
Q1 | – | Sell |
-550
| Closed | -$58K | – | 233 |
|
|
2019
Q4 | $58K | Buy |
+550
| New | +$58K | 0.04% | 249 |
|