WealthShield 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 | $157K | Buy |
1,179
+285
| +32% | +$37.9K | 0.02% | 344 |
|
|
2025
Q1 | $120K | Buy |
894
+72
| +9% | +$9.67K | 0.02% | 351 |
|
|
2024
Q4 | $108K | Hold |
822
| – | – | 0.02% | 332 |
|
|
2024
Q3 | $111K | Hold |
822
| – | – | 0.02% | 343 |
|
|
2024
Q2 | $99.4K | Buy |
822
+15
| +2% | +$1.82K | 0.02% | 327 |
|
|
2024
Q1 | $99.4K | Sell |
807
-220
| -21% | -$27.1K | 0.02% | 320 |
|
|
2023
Q4 | $120K | Hold |
1,027
| – | – | 0.02% | 309 |
|
|
2023
Q3 | $112K | Buy |
1,027
+8
| +0.8% | +$873 | 0.02% | 333 |
|
|
2023
Q2 | $115K | Buy |
1,019
+8
| +0.8% | +$906 | 0.02% | 325 |
|
|
2023
Q1 | $118K | Buy |
+1,011
| New | +$118K | 0.02% | 320 |
|
|
2022
Q1 | – | Sell |
-2,471
| Closed | -$303K | – | 346 |
|
|
2021
Q4 | $303K | Buy |
+2,471
| New | +$303K | 0.05% | 230 |
|
|
2019
Q2 | – | Sell |
-588
| Closed | -$58K | – | 238 |
|
|
2019
Q1 | $58K | Buy |
+588
| New | +$58K | 0.03% | 188 |
|
|
2018
Q4 | – | Sell |
-588
| Closed | -$59K | – | 246 |
|
|
2018
Q3 | $59K | Hold |
588
| – | – | 0.03% | 163 |
|
|
2018
Q2 | $58K | Hold |
588
| – | – | 0.04% | 155 |
|
|
2018
Q1 | $56K | Sell |
588
-165
| -22% | -$15.7K | 0.04% | 149 |
|
|
2017
Q4 | $74K | Buy |
+753
| New | +$74K | 0.05% | 147 |
|