180 Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $464K | Sell |
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|
2025
Q2 | $464K | Buy |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $446K | Sell |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $447K | Buy |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $480K | Sell |
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|
2021
Q4 | $457K | Sell |
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|
2021
Q3 | $472K | Sell |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $428K | Sell |
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|
2020
Q3 | $368K | Buy |
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|
2020
Q2 | $347K | Sell |
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|
2020
Q1 | $326K | Sell |
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|
2019
Q4 | $488K | Sell |
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|
2019
Q3 | $476K | Buy |
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|
2019
Q2 | $468K | Sell |
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|
2019
Q1 | $470K | Buy |
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|
2018
Q4 | $389K | Hold |
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|
2018
Q3 | $389K | Buy |
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|
2018
Q2 | $381K | Buy |
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|
2018
Q1 | $270K | Buy |
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|
2017
Q4 | $280K | Buy |
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