Waters Parkerson & Co’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 | $393K | Hold |
2,960
| – | – | 0.02% | 147 |
|
|
2025
Q1 | $397K | Hold |
2,960
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $389K | Buy |
2,960
+1,000
| +51% | +$131K | 0.02% | 145 |
|
|
2024
Q3 | $265K | Hold |
1,960
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $237K | Sell |
1,960
-50
| -2% | -$6.05K | 0.01% | 167 |
|
|
2024
Q1 | $248K | Buy |
2,010
+142
| +8% | +$17.5K | 0.01% | 167 |
|
|
2023
Q4 | $219K | Buy |
+1,868
| New | +$219K | 0.01% | 172 |
|