Seneca 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 | $208K | Buy |
1,564
+9
| +0.6% | +$1.2K | 0.08% | 56 |
|
|
2025
Q1 | $209K | Buy |
1,555
+8
| +0.5% | +$1.07K | 0.1% | 51 |
|
|
2024
Q4 | $203K | Buy |
1,547
+10
| +0.7% | +$1.31K | 0.1% | 52 |
|
|
2024
Q3 | $208K | Buy |
+1,537
| New | +$208K | 0.1% | 53 |
|
|
2024
Q1 | – | Sell |
-1,851
| Closed | -$217K | – | 58 |
|
|
2023
Q4 | $217K | Buy |
+1,851
| New | +$217K | 0.13% | 53 |
|
|
2023
Q3 | – | Sell |
-1,828
| Closed | -$207K | – | 51 |
|
|
2023
Q2 | $207K | Sell |
1,828
-456
| -20% | -$51.7K | 0.14% | 51 |
|
|
2023
Q1 | $268K | Buy |
2,284
+12
| +0.5% | +$1.41K | 0.17% | 46 |
|
|
2022
Q4 | $274K | Buy |
2,272
+29
| +1% | +$3.5K | 0.17% | 41 |
|
|
2022
Q3 | $240K | Hold |
2,243
| – | – | 0.17% | 37 |
|
|
2022
Q2 | $264K | Buy |
2,243
+10
| +0.4% | +$1.18K | 0.18% | 36 |
|
|
2022
Q1 | $286K | Buy |
2,233
+9
| +0.4% | +$1.15K | 0.17% | 34 |
|
|
2021
Q4 | $273K | Buy |
+2,224
| New | +$273K | 0.16% | 40 |
|