Signature Estate & Investment 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 | $713K | Sell |
5,370
-15
| -0.3% | -$1.99K | 0.02% | 292 |
|
2025
Q1 | $723K | Buy |
5,385
+56
| +1% | +$7.52K | 0.02% | 272 |
|
2024
Q4 | $700K | Sell |
5,329
-61
| -1% | -$8.01K | 0.02% | 278 |
|
2024
Q3 | $728K | Buy |
5,390
+1
| +0% | +$135 | 0.02% | 249 |
|
2024
Q2 | $652K | Buy |
+5,389
| New | +$652K | 0.02% | 259 |
|
2017
Q2 | – | Sell |
-2,050
| Closed | -$187K | – | 155 |
|
2017
Q1 | $187K | Buy |
+2,050
| New | +$187K | 0.02% | 147 |
|