Stratos Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,819
Closed -$206K 680
2023
Q2
$206K Buy
+1,819
New +$207K 0.01% 595
2020
Q2
Sell
-155
Closed -$11K 283
2020
Q1
$11K Buy
+155
New +$14.8K 0.01% 237

Other funds holding DVY

Stratos Wealth Advisors's DVY Position: Q3 2023 in Review

Stratos Wealth Advisors sold out of iShares Select Dividend ETF (DVY) in Q3 2023, closing a stake of 1,819 shares — an estimated $206K sold.

Stratos Wealth Advisors first reported a position in DVY in Q1 2020 and held it in 2 quarters. The position peaked at $206K in Q2 2023. 1,154 funds tracked by Wall St. Rank hold DVY as of Q3 2023.

  • Stratos Wealth Advisors reported no remaining iShares Select Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,819 iShares Select Dividend ETF shares in Q3 2023, an estimated $206K.
  • Stratos Wealth Advisors first reported a position in iShares Select Dividend ETF in Q1 2020 and held it in 2 quarters.
  • Stratos Wealth Advisors's iShares Select Dividend ETF position peaked at $206K in Q2 2023.
  • 1,154 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2023.

Based on Stratos Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.