AtlasMark Financial, Inc’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
2026
Q1
$246K Hold
2025
Q4
$246K Hold
2025
Q3
$248K Hold
2025
Q2
$231K Hold
2025
Q1
$234K Sell
2024
Q4
$253K Sell
2024
Q3
$262K Buy
2023
Q2
$527K Sell
2023
Q1
$547K Buy
2022
Q3
$501K Hold
2022
Q2
$550K Sell
2022
Q1
$623K Hold
2021
Q4
$596K Sell
2021
Q3
$561K Sell
2021
Q2
$575K Sell
2021
Q1
$572K Sell
2020
Q4
$501K Buy
2020
Q3
$418K Sell
2020
Q2
$432K Hold
2020
Q1
$394K Hold
2019
Q4
$566K Hold
2019
Q3
$546K Buy