Tidemark’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-373
| Closed | -$50.4K | – | 631 |
|
|
2024
Q3 | $50.4K | Sell |
373
-159
| -30% | -$21.5K | 0.02% | 227 |
|
|
2024
Q2 | $64.4K | Sell |
532
-379
| -42% | -$45.9K | 0.03% | 184 |
|
|
2024
Q1 | $112K | Sell |
911
-74
| -8% | -$9.12K | 0.06% | 159 |
|
|
2023
Q4 | $115K | Buy |
+985
| New | +$115K | 0.07% | 148 |
|