SW
SkyOak Wealth’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Hold |
4,369
| – | – | 0.12% | 118 |
|
|
2025
Q1 | $587K | Sell |
4,369
-138
| -3% | -$18.5K | 0.13% | 104 |
|
|
2024
Q4 | $592K | Hold |
4,507
| – | – | 0.13% | 105 |
|
|
2024
Q3 | $609K | Buy |
4,507
+634
| +16% | +$85.6K | 0.13% | 104 |
|
|
2024
Q2 | $469K | Sell |
3,873
-78
| -2% | -$9.44K | 0.11% | 123 |
|
|
2024
Q1 | $487K | Buy |
3,951
+195
| +5% | +$24K | 0.12% | 128 |
|
|
2023
Q4 | $440K | Buy |
3,756
+905
| +32% | +$106K | 0.11% | 129 |
|
|
2023
Q3 | $307K | Sell |
2,851
-229
| -7% | -$24.6K | 0.09% | 161 |
|
|
2023
Q2 | $349K | Hold |
3,080
| – | – | 0.1% | 149 |
|
|
2023
Q1 | $361K | Sell |
3,080
-150
| -5% | -$17.6K | 0.11% | 145 |
|
|
2022
Q4 | $390K | Sell |
3,230
-450
| -12% | -$54.3K | 0.13% | 130 |
|
|
2022
Q3 | $395K | Hold |
3,680
| – | – | 0.14% | 126 |
|
|
2022
Q2 | $433K | Sell |
3,680
-10
| -0.3% | -$1.18K | 0.15% | 122 |
|
|
2022
Q1 | $473K | Hold |
3,690
| – | – | 0.13% | 135 |
|
|
2021
Q4 | $452K | Hold |
3,690
| – | – | 0.11% | 142 |
|
|
2021
Q3 | $423K | Buy |
3,690
+995
| +37% | +$114K | 0.11% | 143 |
|
|
2021
Q2 | $314K | Hold |
2,695
| – | – | 0.08% | 160 |
|
|
2021
Q1 | $317K | Hold |
2,695
| – | – | 0.09% | 162 |
|
|
2020
Q4 | $259K | Buy |
2,695
+50
| +2% | +$4.81K | 0.08% | 179 |
|
|
2020
Q3 | $216K | Sell |
2,645
-174
| -6% | -$14.2K | 0.08% | 182 |
|
|
2020
Q2 | $228K | Sell |
2,819
-1,230
| -30% | -$99.5K | 0.08% | 205 |
|
|
2020
Q1 | $298K | Sell |
4,049
-492
| -11% | -$36.2K | 0.15% | 158 |
|
|
2019
Q4 | $480K | Buy |
+4,541
| New | +$480K | 0.15% | 161 |
|