Truvestments Capital’s iShares Select Dividend ETF DVY Stock Holding History

Truvestments Capital’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-15	Closed	-$2K	–	630
2022 Q2	$2K	Buy	+15	New	+$1.88K	﹤0.01%	555
2022 Q1	–	Sell	-15	Closed	-$2K	–	283
2021 Q4	$2K	Buy	15 +1	+7%	+$119	﹤0.01%	547
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	534
2021 Q2	$2K	Sell	14 -236	-94%	-$28.1K	﹤0.01%	545
2021 Q1	$29K	Hold	250	–	–	0.02%	331
2020 Q4	$24K	Buy	250 +14	+6%	+$1.27K	0.02%	339
2020 Q3	$19K	Sell	236 -48	-17%	-$4K	0.02%	232
2020 Q2	$22K	Sell	284 -25	-8%	-$2K	0.02%	290
2020 Q1	$22K	Buy	+309	New	+$29.5K	0.03%	255
2019 Q4	–	Sell	-373	Closed	-$38K	–	268
2019 Q3	$38K	Hold	373	–	–	0.02%	301
2019 Q2	$37K	Sell	373 -49	-12%	-$4.83K	0.02%	324
2019 Q1	$42K	Buy	+422	New	+$40.4K	0.03%	306
2018 Q3	$144K	Buy	+1,440	New	+$144K	0.07%	207

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truvestments Capital's DVY Position: Q3 2022 in Review

Truvestments Capital sold out of iShares Select Dividend ETF (DVY) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

Truvestments Capital first reported a position in DVY in Q3 2018 and held it in 13 quarters. The position peaked at $144K in Q3 2018. 1,138 funds tracked by Wall St. Rank hold DVY as of Q3 2022.

Truvestments Capital reported no remaining iShares Select Dividend ETF position as of Q3 2022 after selling out during the quarter.
Truvestments Capital sold 15 iShares Select Dividend ETF shares in Q3 2022, an estimated $2K.
Truvestments Capital first reported a position in iShares Select Dividend ETF in Q3 2018 and held it in 13 quarters.
Truvestments Capital's iShares Select Dividend ETF position peaked at $144K in Q3 2018.
1,138 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2022.

Based on Truvestments Capital's 13F filing for Q3 2022, filed 15 Nov 2022.