Semmax Financial 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
Q2 | $1.32K | Hold |
10
| – | – | ﹤0.01% | 363 |
|
2025
Q1 | $1.25K | Hold |
10
| – | – | ﹤0.01% | 342 |
|
2024
Q4 | $1.31K | Hold |
10
| – | – | ﹤0.01% | 301 |
|
2024
Q3 | $1.34K | Hold |
10
| – | – | ﹤0.01% | 311 |
|
2024
Q2 | $1.23K | Hold |
10
| – | – | ﹤0.01% | 346 |
|
2024
Q1 | $1.2K | Hold |
10
| – | – | ﹤0.01% | 335 |
|
2023
Q4 | $1.1K | Hold |
10
| – | – | ﹤0.01% | 338 |
|
2023
Q3 | $1.03K | Buy |
+10
| New | +$1.03K | ﹤0.01% | 304 |
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 248 |
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 232 |
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 233 |
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 257 |
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 240 |
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 231 |
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 229 |
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 247 |
|
2020
Q4 | $1K | Sell |
10
-19
| -66% | -$1.9K | ﹤0.01% | 221 |
|
2020
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 207 |
|
2020
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 224 |
|
2020
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 221 |
|
2019
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 237 |
|
2019
Q3 | $3K | Sell |
29
-4
| -12% | -$414 | ﹤0.01% | 234 |
|
2019
Q2 | $3K | Sell |
33
-422
| -93% | -$38.4K | ﹤0.01% | 251 |
|
2019
Q1 | $45K | Sell |
455
-146
| -24% | -$14.4K | 0.03% | 198 |
|
2018
Q4 | $54K | Buy |
+601
| New | +$54K | 0.04% | 185 |
|