9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $230K | Hold |
|
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|
2023
Q3 | $211K | Hold |
|
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|
2023
Q2 | $222K | Hold |
|
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|
2023
Q1 | $230K | Hold |
|
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|
2022
Q4 | $236K | Hold |
|
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $231K | Hold |
|
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $224K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
|