Strategic Family Wealth Counselors’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 | $342K | Buy |
2,572
+104
| +4% | +$13.8K | 0.1% | 113 |
|
|
2025
Q1 | $331K | Buy |
2,468
+3
| +0.1% | +$403 | 0.11% | 106 |
|
|
2024
Q4 | $324K | Buy |
2,465
+4
| +0.2% | +$525 | 0.11% | 105 |
|
|
2024
Q3 | $332K | Buy |
2,461
+9
| +0.4% | +$1.22K | 0.12% | 95 |
|
|
2024
Q2 | $297K | Sell |
2,452
-114
| -4% | -$13.8K | 0.11% | 95 |
|
|
2024
Q1 | $316K | Sell |
2,566
-682
| -21% | -$84K | 0.12% | 84 |
|
|
2023
Q4 | $381K | Buy |
3,248
+142
| +5% | +$16.6K | 0.16% | 70 |
|
|
2023
Q3 | $334K | Hold |
3,106
| – | – | 0.16% | 71 |
|
|
2023
Q2 | $352K | Buy |
3,106
+12
| +0.4% | +$1.36K | 0.16% | 70 |
|
|
2023
Q1 | $363K | Buy |
3,094
+15
| +0.5% | +$1.76K | 0.17% | 68 |
|
|
2022
Q4 | $371K | Buy |
3,079
+37
| +1% | +$4.46K | 0.18% | 65 |
|
|
2022
Q3 | $326K | Hold |
3,042
| – | – | 0.16% | 65 |
|
|
2022
Q2 | $358K | Buy |
3,042
+14
| +0.5% | +$1.65K | 0.17% | 59 |
|
|
2022
Q1 | $388K | Buy |
3,028
+13
| +0.4% | +$1.67K | 0.16% | 66 |
|
|
2021
Q4 | $370K | Buy |
3,015
+32
| +1% | +$3.93K | 0.12% | 73 |
|
|
2021
Q3 | $342K | Hold |
2,983
| – | – | 0.12% | 65 |
|
|
2021
Q2 | $348K | Buy |
2,983
+35
| +1% | +$4.08K | 0.11% | 60 |
|
|
2021
Q1 | $336K | Hold |
2,948
| – | – | 0.13% | 60 |
|
|
2020
Q4 | $284K | Sell |
2,948
-110
| -4% | -$10.6K | 0.15% | 63 |
|
|
2020
Q3 | $249K | Buy |
3,058
+24
| +0.8% | +$1.95K | 0.14% | 61 |
|
|
2020
Q2 | $245K | Buy |
+3,034
| New | +$245K | 0.15% | 65 |
|
|
2020
Q1 | – | Sell |
-2,489
| Closed | -$263K | – | 74 |
|
|
2019
Q4 | $263K | Buy |
2,489
+35
| +1% | +$3.7K | 0.21% | 54 |
|
|
2019
Q3 | $250K | Hold |
2,454
| – | – | 0.19% | 57 |
|
|
2019
Q2 | $244K | Buy |
2,454
+17
| +0.7% | +$1.69K | 0.19% | 57 |
|
|
2019
Q1 | $239K | Buy |
2,437
+17
| +0.7% | +$1.67K | 0.19% | 54 |
|
|
2018
Q4 | $216K | Buy |
+2,420
| New | +$216K | 0.24% | 56 |
|