Atlas Capital 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
Q2 | $39.8K | Hold |
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|
2025
Q1 | $40.3K | Hold |
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|
2024
Q4 | $39.4K | Hold |
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|
2024
Q3 | $40.5K | Hold |
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|
2024
Q2 | $36.3K | Hold |
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|
2024
Q1 | $37K | Hold |
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|
2023
Q4 | $35.2K | Hold |
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|
2023
Q3 | $32.3K | Hold |
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|
2023
Q2 | $34K | Sell |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $173K | Buy |
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|
2021
Q4 | $104K | Hold |
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|
2021
Q3 | $97.7K | Hold |
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|
2021
Q2 | $99.3K | Hold |
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|
2021
Q1 | $97.2K | Hold |
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|
2020
Q4 | $81.9K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $68.8K | Sell |
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|
2020
Q1 | $301K | Hold |
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|
2019
Q4 | $432K | Sell |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $393K | Buy |
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