Appleton Partners’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 | $879K | Hold |
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|
2025
Q2 | $821K | Hold |
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|
2025
Q1 | $830K | Hold |
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|
2024
Q4 | $812K | Hold |
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|
2024
Q3 | $835K | Hold |
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|
2024
Q2 | $748K | Hold |
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|
2024
Q1 | $762K | Hold |
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|
2023
Q4 | $725K | Hold |
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|
2023
Q3 | $666K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $244K | Hold |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $427K | Sell |
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|
2019
Q3 | $432K | Hold |
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|
2019
Q2 | $422K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $247K | Buy |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $208K | Sell |
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|
2017
Q4 | $279K | Hold |
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|
2017
Q3 | $265K | Hold |
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|
2017
Q2 | $261K | Sell |
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|
2017
Q1 | $261K | Buy |
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