Zullo Investment 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
Q1 | – | Sell |
-250
| Closed | -$30.2K | – | 286 |
|
|
2022
Q4 | $30.2K | Hold |
250
| – | – | 0.02% | 336 |
|
|
2022
Q3 | $27K | Hold |
250
| – | – | 0.02% | 345 |
|
|
2022
Q2 | $29K | Hold |
250
| – | – | 0.02% | 348 |
|
|
2022
Q1 | $32K | Hold |
250
| – | – | 0.02% | 356 |
|
|
2021
Q4 | $31K | Buy |
+250
| New | +$31K | 0.02% | 358 |
|