Arkadios Wealth Advisors’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 | $1.82M | Buy |
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|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $813K | Sell |
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|
2023
Q4 | $854K | Sell |
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|
2023
Q3 | $864K | Buy |
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|
2023
Q2 | $700K | Sell |
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|
2023
Q1 | $756K | Buy |
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|
2022
Q4 | $732K | Sell |
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|
2022
Q3 | $716K | Sell |
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|
2022
Q2 | $836K | Buy |
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|
2022
Q1 | $907K | Buy |
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|
2021
Q4 | $679K | Buy |
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|
2021
Q3 | $611K | Sell |
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|
2021
Q2 | $911K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $245K | Buy |
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