SHFA
SC&H Financial Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,613
| Closed | -$315K | – | 133 |
|
|
2022
Q4 | $315K | Sell |
2,613
-34
| -1% | -$4.1K | 0.13% | 106 |
|
|
2022
Q3 | $284K | Buy |
2,647
+10
| +0.4% | +$1.07K | 0.14% | 107 |
|
|
2022
Q2 | $310K | Buy |
2,637
+5
| +0.2% | +$588 | 0.14% | 112 |
|
|
2022
Q1 | $337K | Buy |
2,632
+6
| +0.2% | +$768 | 0.16% | 116 |
|
|
2021
Q4 | $322K | Buy |
+2,626
| New | +$322K | 0.18% | 115 |
|