Santori & Peters Inc’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
Q1 | – | Sell |
-1,535
| Closed | -$202K | – | 66 |
|
|
2024
Q4 | $202K | Buy |
1,535
+15
| +1% | +$1.97K | 0.08% | 66 |
|
|
2024
Q3 | $205K | Buy |
+1,520
| New | +$205K | 0.08% | 64 |
|
|
2019
Q2 | – | Sell |
-2,217
| Closed | -$217K | – | 75 |
|
|
2019
Q1 | $217K | Buy |
+2,217
| New | +$217K | 0.18% | 47 |
|
|
2018
Q4 | – | Sell |
-2,179
| Closed | -$217K | – | 78 |
|
|
2018
Q3 | $217K | Hold |
2,179
| – | – | 0.17% | 46 |
|
|
2018
Q2 | $212K | Sell |
2,179
-249
| -10% | -$24.2K | 0.19% | 45 |
|
|
2018
Q1 | $230K | Hold |
2,428
| – | – | 0.21% | 46 |
|
|
2017
Q4 | $228K | Buy |
+2,428
| New | +$228K | 0.21% | 45 |
|