Anchor Investment 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 | $261K | Buy |
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|
2025
Q2 | $242K | Buy |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $214K | Buy |
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|
2024
Q1 | $218K | Buy |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $198K | Hold |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | $196K | Hold |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q3 | $190K | Buy |
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|
2020
Q2 | $187K | Buy |
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|
2020
Q1 | $170K | Sell |
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|
2019
Q4 | $257K | Buy |
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|
2019
Q3 | $247K | Sell |
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|
2019
Q2 | $277K | Buy |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $328K | Buy |
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|
2018
Q3 | $366K | Sell |
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|
2018
Q2 | $360K | Sell |
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|
2018
Q1 | $400K | Hold |
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|
2017
Q4 | $414K | Buy |
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|
2017
Q3 | $375K | Buy |
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