Atlas Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $2.06M | Buy |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $1.82M | Buy |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $860K | Buy |
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|
2020
Q2 | $844K | Sell |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $2.12M | Buy |
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