Running Point Capital 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
Q2
Sell
-21
Closed -$2.59K 143
2024
Q1
$2.59K Sell
21
-80
-79% -$9.86K ﹤0.01% 134
2023
Q4
$11.8K Hold
101
0.01% 134
2023
Q3
$10.9K Hold
101
0.01% 131
2023
Q2
$11.4K Buy
+101
New +$11.4K 0.01% 133