Altus Wealth Group’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 | $275K | Hold |
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|
2025
Q2 | $257K | Buy |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $395K | Sell |
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|
2021
Q4 | $380K | Hold |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $359K | Hold |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $296K | Buy |
|