Richardson Financial Services’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 | $66.9K | Hold |
494
| – | – | 0.04% | 229 |
|
|
2025
Q1 | $66.3K | Hold |
494
| – | – | 0.05% | 215 |
|
|
2024
Q4 | $64.7K | Buy |
494
+75
| +18% | +$9.82K | 0.05% | 233 |
|
|
2024
Q3 | $50.7K | Hold |
419
| – | – | 0.03% | 257 |
|
|
2024
Q2 | $50.7K | Hold |
419
| – | – | 0.04% | 246 |
|
|
2024
Q1 | $51.6K | Hold |
419
| – | – | 0.04% | 247 |
|
|
2023
Q4 | $49.1K | Buy |
+419
| New | +$49.1K | 0.04% | 213 |
|