Treasure Coast Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38,718
| Closed | -$4.67M | – | 39 |
|
|
2022
Q4 | $4.67M | Buy |
38,718
+511
| +1% | +$61.6K | 3.48% | 10 |
|
|
2022
Q3 | $4.1M | Buy |
38,207
+956
| +3% | +$103K | 3.29% | 12 |
|
|
2022
Q2 | $4.38M | Buy |
37,251
+2,063
| +6% | +$243K | 3.39% | 11 |
|
|
2022
Q1 | $4.51M | Buy |
35,188
+1,983
| +6% | +$254K | 3.46% | 12 |
|
|
2021
Q4 | $4.07M | Buy |
+33,205
| New | +$4.07M | 3.15% | 12 |
|