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. 1,155 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.
  • 1,155 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.