Sonora Investment Management Group’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 | $380K | Buy |
2,860
+50
| +2% | +$6.64K | 0.03% | 195 |
|
|
2025
Q1 | $377K | Hold |
2,810
| – | – | 0.03% | 192 |
|
|
2024
Q4 | $369K | Hold |
2,810
| – | – | 0.03% | 194 |
|
|
2024
Q3 | $380K | Hold |
2,810
| – | – | 0.03% | 197 |
|
|
2024
Q2 | $346K | Hold |
2,810
| – | – | 0.03% | 208 |
|
|
2024
Q1 | $346K | Hold |
2,810
| – | – | 0.03% | 209 |
|
|
2023
Q4 | $329K | Hold |
2,810
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $302K | Hold |
2,810
| – | – | 0.03% | 200 |
|
|
2023
Q2 | $318K | Buy |
2,810
+280
| +11% | +$31.7K | 0.03% | 202 |
|
|
2023
Q1 | $296K | Sell |
2,530
-500
| -17% | -$58.6K | 0.03% | 214 |
|
|
2022
Q4 | $365K | Hold |
3,030
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $357K | Hold |
3,030
| – | – | 0.05% | 140 |
|
|
2022
Q2 | $357K | Buy |
+3,030
| New | +$357K | 0.03% | 173 |
|