West Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-273
| Closed | -$36.9K | – | 211 |
|
|
2024
Q3 | $36.9K | Hold |
273
| – | – | 0.01% | 101 |
|
|
2024
Q2 | $33K | Hold |
273
| – | – | 0.01% | 93 |
|
|
2024
Q1 | $33.6K | Hold |
273
| – | – | 0.01% | 93 |
|
|
2023
Q4 | $32K | Hold |
273
| – | – | 0.01% | 90 |
|
|
2023
Q3 | $29.4K | Hold |
273
| – | – | 0.01% | 91 |
|
|
2023
Q2 | $30.9K | Hold |
273
| – | – | 0.01% | 91 |
|
|
2023
Q1 | $32K | Hold |
273
| – | – | 0.01% | 90 |
|
|
2022
Q4 | $32.9K | Hold |
273
| – | – | 0.01% | 86 |
|
|
2022
Q3 | $29K | Hold |
273
| – | – | 0.01% | 112 |
|
|
2022
Q2 | $32K | Hold |
273
| – | – | 0.01% | 109 |
|
|
2022
Q1 | $35K | Hold |
273
| – | – | 0.01% | 111 |
|
|
2021
Q4 | $33K | Buy |
+273
| New | +$33K | 0.01% | 121 |
|