Sanibel Captiva Trust Company’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 | $612K | Hold |
4,610
| – | – | 0.02% | 261 |
|
|
2025
Q1 | $619K | Buy |
4,610
+700
| +18% | +$94K | 0.02% | 252 |
|
|
2024
Q4 | $513K | Buy |
3,910
+1,200
| +44% | +$158K | 0.02% | 269 |
|
|
2024
Q3 | $366K | Hold |
2,710
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $328K | Sell |
2,710
-500
| -16% | -$60.5K | 0.01% | 304 |
|
|
2024
Q1 | $395K | Sell |
3,210
-740
| -19% | -$91.2K | 0.01% | 288 |
|
|
2023
Q4 | $463K | Buy |
+3,950
| New | +$463K | 0.02% | 245 |
|