Schechter Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $323K | Hold |
2,403
| – | – | 0.03% | 458 |
|
|
2024
Q4 | $316K | Hold |
2,403
| – | – | 0.02% | 482 |
|
|
2024
Q3 | $325K | Hold |
2,403
| – | – | 0.02% | 483 |
|
|
2024
Q2 | $291K | Hold |
2,403
| – | – | 0.02% | 480 |
|
|
2024
Q1 | $296K | Hold |
2,403
| – | – | 0.02% | 501 |
|
|
2023
Q4 | $282K | Sell |
2,403
-65
| -3% | -$7.62K | 0.02% | 475 |
|
|
2023
Q3 | $266K | Hold |
2,468
| – | – | 0.03% | 478 |
|
|
2023
Q2 | $280K | Buy |
2,468
+4
| +0.2% | +$453 | 0.03% | 502 |
|
|
2023
Q1 | $289K | Buy |
+2,464
| New | +$289K | 0.03% | 529 |
|