Tyler-Stone Wealth Management’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
Q3 | – | Sell |
-250
| Closed | -$30.2K | – | 452 |
|
|
2024
Q2 | $30.2K | Hold |
250
| – | – | 0.01% | 445 |
|
|
2024
Q1 | $30.8K | Hold |
250
| – | – | 0.01% | 435 |
|
|
2023
Q4 | $29.3K | Hold |
250
| – | – | 0.01% | 438 |
|
|
2023
Q3 | $27K | Hold |
250
| – | – | 0.02% | 429 |
|
|
2023
Q2 | $28K | Buy |
+250
| New | +$28K | 0.02% | 433 |
|
|
2022
Q4 | $30K | Hold |
250
| – | – | 0.02% | 389 |
|
|
2022
Q3 | $27K | Hold |
250
| – | – | 0.02% | 383 |
|
|
2022
Q2 | $29K | Hold |
250
| – | – | 0.02% | 390 |
|
|
2022
Q1 | $32K | Hold |
250
| – | – | 0.02% | 401 |
|
|
2021
Q4 | $31K | Buy |
+250
| New | +$31K | 0.02% | 427 |
|