Waypoint Wealth Partners’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 | $453K | Hold |
3,410
| – | – | 0.11% | 52 |
|
|
2025
Q1 | $458K | Sell |
3,410
-175
| -5% | -$23.5K | 0.13% | 44 |
|
|
2024
Q4 | $471K | Hold |
3,585
| – | – | 0.13% | 47 |
|
|
2024
Q3 | $484K | Hold |
3,585
| – | – | 0.13% | 48 |
|
|
2024
Q2 | $434K | Hold |
3,585
| – | – | 0.13% | 44 |
|
|
2024
Q1 | $442K | Hold |
3,585
| – | – | 0.13% | 52 |
|
|
2023
Q4 | $420K | Buy |
+3,585
| New | +$420K | 0.13% | 52 |
|