Redmont Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.89M | Hold |
14,111
| – | – | 3.69% | 6 |
|
|
2024
Q4 | $1.85M | Hold |
14,111
| – | – | 3.2% | 7 |
|
|
2024
Q3 | $1.91M | Hold |
14,111
| – | – | 2.95% | 7 |
|
|
2024
Q2 | $1.71M | Hold |
14,111
| – | – | 2.68% | 8 |
|
|
2024
Q1 | $1.74M | Sell |
14,111
-3,037
| -18% | -$374K | 2.41% | 9 |
|
|
2023
Q4 | $2.01M | Sell |
17,148
-13,072
| -43% | -$1.53M | 2.93% | 9 |
|
|
2023
Q3 | $3.25M | Hold |
30,220
| – | – | 5.71% | 2 |
|
|
2023
Q2 | $3.42M | Hold |
30,220
| – | – | 5.89% | 3 |
|
|
2023
Q1 | $3.54M | Buy |
30,220
+28,220
| +1,411% | +$3.31M | 7.15% | 2 |
|
|
2022
Q4 | $241K | Hold |
2,000
| – | – | 0.28% | 91 |
|
|
2022
Q3 | $214K | Hold |
2,000
| – | – | 0.28% | 88 |
|
|
2022
Q2 | $235K | Hold |
2,000
| – | – | 0.28% | 86 |
|
|
2022
Q1 | $256K | Hold |
2,000
| – | – | 0.27% | 83 |
|
|
2021
Q4 | $245K | Buy |
+2,000
| New | +$245K | 0.26% | 84 |
|