Semus Wealth Partners’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 | $229K | Sell |
1,727
-187
| -10% | -$24.8K | 0.15% | 101 |
|
|
2025
Q1 | $257K | Buy |
1,914
+13
| +0.7% | +$1.75K | 0.18% | 89 |
|
|
2024
Q4 | $250K | Sell |
1,901
-95
| -5% | -$12.5K | 0.17% | 90 |
|
|
2024
Q3 | $270K | Sell |
1,996
-353
| -15% | -$47.7K | 0.19% | 98 |
|
|
2024
Q2 | $284K | Sell |
2,349
-325
| -12% | -$39.3K | 0.22% | 84 |
|
|
2024
Q1 | $329K | Sell |
2,674
-114
| -4% | -$14K | 0.28% | 82 |
|
|
2023
Q4 | $327K | Buy |
2,788
+41
| +1% | +$4.81K | 0.27% | 82 |
|
|
2023
Q3 | $296K | Sell |
2,747
-504
| -16% | -$54.3K | 0.28% | 81 |
|
|
2023
Q2 | $368K | Sell |
3,251
-1,272
| -28% | -$144K | 0.34% | 65 |
|
|
2023
Q1 | $530K | Buy |
4,523
+929
| +26% | +$109K | 0.57% | 43 |
|
|
2022
Q4 | $433K | Buy |
+3,594
| New | +$433K | 0.53% | 51 |
|