Sculati Wealth Management’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 | $929K | Sell |
6,998
-1,720
| -20% | -$228K | 0.35% | 73 |
|
|
2025
Q1 | $1.17M | Sell |
8,718
-175
| -2% | -$23.5K | 0.47% | 54 |
|
|
2024
Q4 | $1.17M | Hold |
8,893
| – | – | 0.46% | 54 |
|
|
2024
Q3 | $1.2M | Hold |
8,893
| – | – | 0.48% | 57 |
|
|
2024
Q2 | $1.08M | Hold |
8,893
| – | – | 0.46% | 58 |
|
|
2024
Q1 | $1.1M | Hold |
8,893
| – | – | 0.47% | 57 |
|
|
2023
Q4 | $1.04M | Hold |
8,893
| – | – | 0.49% | 61 |
|
|
2023
Q3 | $957K | Hold |
8,893
| – | – | 0.49% | 63 |
|
|
2023
Q2 | $1.01M | Hold |
8,893
| – | – | 0.51% | 61 |
|
|
2023
Q1 | $1.04M | Hold |
8,893
| – | – | 0.55% | 59 |
|
|
2022
Q4 | $1.07M | Hold |
8,893
| – | – | 0.6% | 57 |
|
|
2022
Q3 | $954K | Hold |
8,893
| – | – | 0.56% | 58 |
|
|
2022
Q2 | $1.05M | Hold |
8,893
| – | – | 0.6% | 57 |
|
|
2022
Q1 | $1.14M | Hold |
8,893
| – | – | 0.56% | 58 |
|
|
2021
Q4 | $1.09M | Hold |
8,893
| – | – | 0.53% | 64 |
|
|
2021
Q3 | $1.02M | Hold |
8,893
| – | – | 0.54% | 61 |
|
|
2021
Q2 | $1.04M | Hold |
8,893
| – | – | 0.55% | 56 |
|
|
2021
Q1 | $1.02M | Hold |
8,893
| – | – | 0.58% | 52 |
|
|
2020
Q4 | $855K | Hold |
8,893
| – | – | 0.56% | 48 |
|
|
2020
Q3 | $725K | Hold |
8,893
| – | – | 0.54% | 48 |
|
|
2020
Q2 | $718K | Hold |
8,893
| – | – | 0.61% | 49 |
|
|
2020
Q1 | $654K | Sell |
8,893
-105
| -1% | -$7.72K | 0.72% | 44 |
|
|
2019
Q4 | $951K | Buy |
+8,998
| New | +$951K | 0.85% | 44 |
|