Windsor Advisory Group’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 | – | Sell |
-422
| Closed | -$56.7K | – | 56 |
|
|
2025
Q1 | $56.7K | Hold |
422
| – | – | 0.07% | 46 |
|
|
2024
Q4 | $55.4K | Buy |
+422
| New | +$55.4K | 0.06% | 68 |
|
|
2024
Q2 | – | Sell |
-54
| Closed | -$6.65K | – | 52 |
|
|
2024
Q1 | $6.65K | Buy |
+54
| New | +$6.65K | 0.02% | 47 |
|
|
2023
Q2 | – | Sell |
-86
| Closed | -$10.1K | – | 60 |
|
|
2023
Q1 | $10.1K | Hold |
86
| – | – | 0.02% | 65 |
|
|
2022
Q4 | $10.4K | Buy |
+86
| New | +$10.4K | 0.03% | 66 |
|