Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $378K | Hold |
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|
2021
Q2 | $384K | Hold |
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|
2021
Q1 | $376K | Hold |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $433K | Buy |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $577K | Buy |
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|
2019
Q3 | $492K | Sell |
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|
2019
Q2 | $561K | Buy |
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|
2019
Q1 | $479K | Sell |
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|
2018
Q4 | $454K | Hold |
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|
2018
Q3 | $507K | Buy |
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|
2018
Q2 | $391K | Buy |
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