Wealth Effects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,955
| Closed | -$229K | – | 204 |
|
|
2023
Q1 | $229K | Hold |
1,955
| – | – | 0.12% | 163 |
|
|
2022
Q4 | $236K | Hold |
1,955
| – | – | 0.13% | 154 |
|
|
2022
Q3 | $210K | Sell |
1,955
-300
| -13% | -$32.2K | 0.13% | 155 |
|
|
2022
Q2 | $265K | Hold |
2,255
| – | – | 0.16% | 135 |
|
|
2022
Q1 | $289K | Hold |
2,255
| – | – | 0.13% | 140 |
|
|
2021
Q4 | $276K | Buy |
+2,255
| New | +$276K | 0.11% | 160 |
|