WealthBridge Capital Management’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 | $2.03M | Buy |
15,310
+162
| +1% | +$21.5K | 0.52% | 43 |
|
|
2025
Q1 | $2.03M | Sell |
15,148
-270
| -2% | -$36.3K | 0.57% | 41 |
|
|
2024
Q4 | $2.02M | Buy |
15,418
+58
| +0.4% | +$7.62K | 0.56% | 42 |
|
|
2024
Q3 | $2.07M | Buy |
15,360
+279
| +2% | +$37.7K | 0.59% | 41 |
|
|
2024
Q2 | $1.82M | Buy |
15,081
+648
| +4% | +$78.4K | 0.6% | 39 |
|
|
2024
Q1 | $1.78M | Sell |
14,433
-46
| -0.3% | -$5.67K | 0.6% | 39 |
|
|
2023
Q4 | $1.7M | Buy |
14,479
+230
| +2% | +$27K | 0.64% | 38 |
|
|
2023
Q3 | $1.53M | Buy |
14,249
+588
| +4% | +$63.3K | 0.63% | 36 |
|
|
2023
Q2 | $1.55M | Sell |
13,661
-721
| -5% | -$81.7K | 0.62% | 36 |
|
|
2023
Q1 | $1.69M | Buy |
14,382
+340
| +2% | +$39.8K | 0.67% | 35 |
|
|
2022
Q4 | $1.69M | Buy |
14,042
+111
| +0.8% | +$13.4K | 0.71% | 35 |
|
|
2022
Q3 | $1.64M | Hold |
13,931
| – | – | 0.7% | 33 |
|
|
2022
Q2 | $1.64M | Buy |
13,931
+1,515
| +12% | +$178K | 0.7% | 33 |
|
|
2022
Q1 | $1.59M | Sell |
12,416
-138
| -1% | -$17.7K | 0.59% | 37 |
|
|
2021
Q4 | $1.54M | Buy |
12,554
+93
| +0.7% | +$11.4K | 0.57% | 40 |
|
|
2021
Q3 | $1.43M | Buy |
12,461
+356
| +3% | +$40.9K | 0.53% | 42 |
|
|
2021
Q2 | $1.41M | Buy |
12,105
+1,127
| +10% | +$131K | 0.51% | 43 |
|
|
2021
Q1 | $1.25M | Buy |
10,978
+65
| +0.6% | +$7.42K | 0.51% | 44 |
|
|
2020
Q4 | $1.05M | Buy |
10,913
+193
| +2% | +$18.6K | 0.46% | 51 |
|
|
2020
Q3 | $874K | Sell |
10,720
-1,491
| -12% | -$122K | 0.45% | 49 |
|
|
2020
Q2 | $986K | Sell |
12,211
-317
| -3% | -$25.6K | 0.56% | 41 |
|
|
2020
Q1 | $921K | Buy |
12,528
+384
| +3% | +$28.2K | 0.64% | 37 |
|
|
2019
Q4 | $1.28M | Buy |
12,144
+135
| +1% | +$14.3K | 0.83% | 31 |
|
|
2019
Q3 | $1.22M | Buy |
12,009
+1,554
| +15% | +$158K | 0.88% | 28 |
|
|
2019
Q2 | $934K | Sell |
10,455
-829
| -7% | -$74.1K | 0.85% | 32 |
|
|
2019
Q1 | $1.11M | Buy |
11,284
+829
| +8% | +$81.5K | 0.71% | 30 |
|
|
2018
Q4 | $934K | Buy |
+10,455
| New | +$934K | 0.71% | 32 |
|