Taylor Financial 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 | $3.51M | Buy |
26,421
+2,981
| +13% | +$396K | 2.19% | 9 |
|
|
2025
Q1 | $3.15M | Buy |
23,440
+1,819
| +8% | +$244K | 2.19% | 7 |
|
|
2024
Q4 | $2.84M | Buy |
21,621
+1,370
| +7% | +$180K | 1.97% | 9 |
|
|
2024
Q3 | $2.74M | Buy |
20,251
+1,397
| +7% | +$189K | 1.89% | 10 |
|
|
2024
Q2 | $2.28M | Buy |
18,854
+1,439
| +8% | +$174K | 1.75% | 11 |
|
|
2024
Q1 | $2.15M | Buy |
17,415
+605
| +4% | +$74.5K | 1.63% | 11 |
|
|
2023
Q4 | $1.97M | Buy |
+16,810
| New | +$1.97M | 1.62% | 11 |
|