Security Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,507
| Closed | -$204K | – | 168 |
|
|
2024
Q3 | $204K | Buy |
+1,507
| New | +$204K | 0.04% | 162 |
|
|
2023
Q3 | – | Sell |
-1,816
| Closed | -$206K | – | 163 |
|
|
2023
Q2 | $206K | Sell |
1,816
-139
| -7% | -$15.7K | 0.06% | 147 |
|
|
2023
Q1 | $229K | Sell |
1,955
-327
| -14% | -$38.3K | 0.07% | 129 |
|
|
2022
Q4 | $275K | Buy |
+2,282
| New | +$275K | 0.09% | 120 |
|