Sandy Cove 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,326
| Closed | -$358K | – | 122 |
|
|
2023
Q3 | $358K | Hold |
3,326
| – | – | 0.21% | 82 |
|
|
2023
Q2 | $377K | Buy |
+3,326
| New | +$377K | 0.21% | 82 |
|
|
2022
Q3 | – | Sell |
-1,759
| Closed | -$207K | – | 77 |
|
|
2022
Q2 | $207K | Buy |
1,759
+13
| +0.7% | +$1.53K | 0.19% | 71 |
|
|
2022
Q1 | $224K | Buy |
+1,746
| New | +$224K | 0.19% | 78 |
|