Treynor Bancshares’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 | $209K | Sell |
1,594
-107
| -6% | -$14K | 0.22% | 49 |
|
|
2024
Q3 | $230K | Sell |
1,701
-30
| -2% | -$4.05K | 0.24% | 50 |
|
|
2024
Q2 | $209K | Sell |
1,731
-183
| -10% | -$22.1K | 0.22% | 54 |
|
|
2024
Q1 | $236K | Sell |
1,914
-43
| -2% | -$5.3K | 0.14% | 74 |
|
|
2023
Q4 | $229K | Buy |
1,957
+89
| +5% | +$10.4K | 0.13% | 74 |
|
|
2023
Q3 | $201K | Buy |
+1,868
| New | +$201K | 0.13% | 76 |
|