Wealth Advisory Solutions’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 | $219K | Buy |
1,648
+44
| +3% | +$5.84K | 0.06% | 134 |
|
2025
Q1 | $215K | Sell |
1,604
-25
| -2% | -$3.36K | 0.06% | 132 |
|
2024
Q4 | $214K | Buy |
1,629
+35
| +2% | +$4.6K | 0.06% | 120 |
|
2024
Q3 | $215K | Sell |
1,594
-350
| -18% | -$47.3K | 0.06% | 119 |
|
2024
Q2 | $235K | Buy |
1,944
+250
| +15% | +$30.2K | 0.06% | 111 |
|
2024
Q1 | $209K | Buy |
+1,694
| New | +$209K | 0.05% | 120 |
|