Westend 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 | $157K | Hold |
1,180
| – | – | 0.05% | 45 |
|
|
2025
Q1 | $158K | Hold |
1,180
| – | – | 0.06% | 48 |
|
|
2024
Q4 | $155K | Hold |
1,180
| – | – | 0.05% | 49 |
|
|
2024
Q3 | $159K | Hold |
1,180
| – | – | 0.05% | 49 |
|
|
2024
Q2 | $142K | Hold |
1,180
| – | – | 0.05% | 44 |
|
|
2024
Q1 | $145K | Buy |
+1,180
| New | +$145K | 0.06% | 45 |
|
|
2014
Q1 | – | Sell |
-12,425
| Closed | -$887K | – | 59 |
|
|
2013
Q4 | $887K | Buy |
+12,425
| New | +$887K | 0.95% | 35 |
|
|
2013
Q2 | $1M | Buy |
+15,500
| New | +$1M | 1.04% | 37 |
|