World Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,550
| Closed | -$274K | – | 337 |
|
|
2023
Q3 | $274K | Buy |
+2,550
| New | +$274K | 0.06% | 274 |
|
|
2023
Q1 | – | Sell |
-2,454
| Closed | -$296K | – | 527 |
|
|
2022
Q4 | $296K | Buy |
+2,454
| New | +$296K | 0.07% | 254 |
|
|
2022
Q3 | – | Sell |
-2,082
| Closed | -$245K | – | 326 |
|
|
2022
Q2 | $245K | Buy |
+2,082
| New | +$245K | 0.06% | 289 |
|