Valley Wealth Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1K | Sell |
204
-203
| -50% | -$27K | ﹤0.01% | 220 |
|
|
2025
Q1 | $54.7K | Hold |
407
| – | – | ﹤0.01% | 204 |
|
|
2024
Q4 | $53.4K | Hold |
407
| – | – | ﹤0.01% | 209 |
|
|
2024
Q3 | $55K | Sell |
407
-766
| -65% | -$103K | ﹤0.01% | 213 |
|
|
2024
Q2 | $142K | Hold |
1,173
| – | – | 0.01% | 194 |
|
|
2024
Q1 | $144K | Hold |
1,173
| – | – | 0.01% | 191 |
|
|
2023
Q4 | $137K | Hold |
1,173
| – | – | 0.01% | 190 |
|
|
2023
Q3 | $126K | Hold |
1,173
| – | – | 0.01% | 194 |
|
|
2023
Q2 | $133K | Hold |
1,173
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $137K | Hold |
1,173
| – | – | 0.01% | 178 |
|
|
2022
Q4 | $141K | Hold |
1,173
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $126K | Hold |
1,173
| – | – | 0.01% | 197 |
|
|
2022
Q2 | $138K | Buy |
+1,173
| New | +$138K | 0.01% | 207 |
|
|
2020
Q1 | – | Sell |
-2,288
| Closed | -$242K | – | 172 |
|
|
2019
Q4 | $242K | Hold |
2,288
| – | – | 0.02% | 172 |
|
|
2019
Q3 | $233K | Hold |
2,288
| – | – | 0.02% | 178 |
|
|
2019
Q2 | $228K | Hold |
2,288
| – | – | 0.02% | 182 |
|
|
2019
Q1 | $225K | Buy |
+2,288
| New | +$225K | 0.02% | 190 |
|
|
2014
Q3 | – | Sell |
-13,892
| Closed | -$1.07M | – | 104 |
|
|
2014
Q2 | $1.07M | Buy |
+13,892
| New | +$1.07M | 0.2% | 57 |
|