Atria Wealth Solutions’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 | $1.64M | Sell |
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|
2025
Q1 | $5.39M | Sell |
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|
2024
Q4 | $6.9M | Sell |
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|
2024
Q3 | $7.28M | Sell |
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|
2024
Q2 | $6.61M | Sell |
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|
2024
Q1 | $7.08M | Sell |
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|
2023
Q4 | $6.94M | Buy |
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|
2023
Q3 | $6.36M | Buy |
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|
2023
Q2 | $6.65M | Buy |
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|
2023
Q1 | $6.57M | Sell |
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|
2022
Q4 | $7M | Sell |
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|
2022
Q3 | $6.36M | Buy |
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|
2022
Q2 | $6.53M | Sell |
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|
2022
Q1 | $7.7M | Buy |
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