SWA
Strategies Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
4,683
+44
| +0.9% | +$5.84K | 0.07% | 84 |
|
|
2025
Q1 | $623K | Buy |
4,639
+50
| +1% | +$6.72K | 0.08% | 76 |
|
|
2024
Q4 | $617K | Buy |
4,589
+46
| +1% | +$6.18K | 0.08% | 70 |
|
|
2024
Q3 | $614K | Buy |
4,543
+51
| +1% | +$6.89K | 0.08% | 58 |
|
|
2024
Q2 | $543K | Buy |
4,492
+35
| +0.8% | +$4.23K | 0.08% | 57 |
|
|
2024
Q1 | $549K | Buy |
4,457
+769
| +21% | +$94.7K | 0.08% | 58 |
|
|
2023
Q4 | $432K | Sell |
3,688
-549
| -13% | -$64.4K | 0.07% | 66 |
|
|
2023
Q3 | $456K | Hold |
4,237
| – | – | 0.09% | 55 |
|
|
2023
Q2 | $480K | Sell |
4,237
-89
| -2% | -$10.1K | 0.1% | 59 |
|
|
2023
Q1 | $507K | Buy |
4,326
+38
| +0.9% | +$4.45K | 0.11% | 55 |
|
|
2022
Q4 | $517K | Buy |
+4,288
| New | +$517K | 0.13% | 50 |
|
|
2022
Q2 | $361K | Buy |
3,064
+22
| +0.7% | +$2.59K | 0.1% | 68 |
|
|
2022
Q1 | $390K | Buy |
3,042
+21
| +0.7% | +$2.69K | 0.1% | 62 |
|
|
2021
Q4 | $370K | Buy |
+3,021
| New | +$370K | 0.1% | 64 |
|