Westmount 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 | $305K | Sell |
2,298
-62
| -3% | -$8.23K | 0.08% | 192 |
|
|
2025
Q1 | $317K | Sell |
2,360
-354
| -13% | -$47.5K | 0.1% | 176 |
|
|
2024
Q4 | $356K | Sell |
2,714
-304
| -10% | -$39.9K | 0.11% | 147 |
|
|
2024
Q3 | $408K | Sell |
3,018
-210
| -7% | -$28.4K | 0.12% | 138 |
|
|
2024
Q2 | $388K | Buy |
3,228
+63
| +2% | +$7.58K | 0.13% | 133 |
|
|
2024
Q1 | $390K | Sell |
3,165
-88
| -3% | -$10.8K | 0.14% | 136 |
|
|
2023
Q4 | $381K | Sell |
3,253
-141
| -4% | -$16.5K | 0.16% | 132 |
|
|
2023
Q3 | $365K | Sell |
3,394
-50
| -1% | -$5.38K | 0.16% | 135 |
|
|
2023
Q2 | $390K | Hold |
3,444
| – | – | 0.17% | 122 |
|
|
2023
Q1 | $404K | Hold |
3,444
| – | – | 0.19% | 113 |
|
|
2022
Q4 | $415K | Buy |
+3,444
| New | +$415K | 0.22% | 108 |
|