Richwood Investment 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
Q2 | $1.53M | Sell |
11,503
-349
| -3% | -$46.4K | 1.25% | 14 |
|
|
2025
Q1 | $1.59M | Sell |
11,852
-30
| -0.3% | -$4.03K | 1.35% | 13 |
|
|
2024
Q4 | $1.56M | Sell |
11,882
-585
| -5% | -$76.8K | 1.3% | 15 |
|
|
2024
Q3 | $1.68M | Sell |
12,467
-227
| -2% | -$30.7K | 1.39% | 15 |
|
|
2024
Q2 | $1.54M | Sell |
12,694
-547
| -4% | -$66.2K | 1.35% | 14 |
|
|
2024
Q1 | $1.63M | Sell |
13,241
-81
| -0.6% | -$9.98K | 1.45% | 13 |
|
|
2023
Q4 | $1.56M | Sell |
13,322
-195
| -1% | -$22.9K | 1.47% | 12 |
|
|
2023
Q3 | $1.45M | Buy |
13,517
+28
| +0.2% | +$3.01K | 1.48% | 12 |
|
|
2023
Q2 | $1.53M | Sell |
13,489
-100
| -0.7% | -$11.3K | 1.49% | 12 |
|
|
2023
Q1 | $1.59M | Sell |
13,589
-928
| -6% | -$109K | 1.59% | 11 |
|
|
2022
Q4 | $1.75M | Sell |
14,517
-12
| -0.1% | -$1.45K | 1.76% | 10 |
|
|
2022
Q3 | $1.56M | Sell |
14,529
-390
| -3% | -$41.8K | 1.71% | 10 |
|
|
2022
Q2 | $1.76M | Sell |
14,919
-250
| -2% | -$29.4K | 1.77% | 10 |
|
|
2022
Q1 | $1.94M | Sell |
15,169
-320
| -2% | -$41K | 1.74% | 10 |
|
|
2021
Q4 | $1.9M | Buy |
+15,489
| New | +$1.9M | 1.66% | 9 |
|