Allred Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Hold |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $354K | Sell |
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|
2019
Q2 | $359K | Sell |
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|
2019
Q1 | $473K | Buy |
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|
2018
Q4 | $413K | Buy |
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