WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-62
| Closed | -$6.67K | – | 79 |
|
|
2023
Q3 | $6.67K | Hold |
62
| – | – | ﹤0.01% | 108 |
|
|
2023
Q2 | $7.03K | Hold |
62
| – | – | ﹤0.01% | 103 |
|
|
2023
Q1 | $7.27K | Hold |
62
| – | – | ﹤0.01% | 103 |
|
|
2022
Q4 | $7.48K | Hold |
62
| – | – | ﹤0.01% | 107 |
|
|
2022
Q3 | $7K | Hold |
62
| – | – | ﹤0.01% | 97 |
|
|
2022
Q2 | $7K | Hold |
62
| – | – | ﹤0.01% | 100 |
|
|
2022
Q1 | $8K | Hold |
62
| – | – | ﹤0.01% | 107 |
|
|
2021
Q4 | $8K | Hold |
62
| – | – | ﹤0.01% | 110 |
|
|
2021
Q3 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 97 |
|
|
2021
Q1 | $7K | Hold |
62
| – | – | ﹤0.01% | 78 |
|
|
2020
Q4 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 78 |
|