TCA
Trifecta Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
16,930
+2,715
| +19% | +$361K | 0.37% | 52 |
|
|
2025
Q1 | $1.91M | Hold |
14,215
| – | – | 0.4% | 51 |
|
|
2024
Q4 | $1.87M | Sell |
14,215
-165
| -1% | -$21.7K | 0.37% | 51 |
|
|
2024
Q3 | $1.94M | Hold |
14,380
| – | – | 0.41% | 51 |
|
|
2024
Q2 | $1.74M | Hold |
14,380
| – | – | 0.39% | 52 |
|
|
2024
Q1 | $1.77M | Hold |
14,380
| – | – | 0.43% | 50 |
|
|
2023
Q4 | $1.69M | Buy |
14,380
+8,250
| +135% | +$967K | 0.47% | 50 |
|
|
2023
Q3 | $660K | Hold |
6,130
| – | – | 0.21% | 60 |
|
|
2023
Q2 | $695K | Hold |
6,130
| – | – | 0.22% | 59 |
|
|
2023
Q1 | $718K | Sell |
6,130
-400
| -6% | -$46.9K | 0.25% | 62 |
|
|
2022
Q4 | $788K | Buy |
+6,530
| New | +$788K | 0.31% | 62 |
|