Avantax Advisory Services’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 | $14.7M | Buy |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $13.5M | Sell |
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|
2024
Q2 | $12.7M | Sell |
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|
2024
Q1 | $14.3M | Buy |
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|
2023
Q4 | $12.9M | Sell |
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|
2023
Q3 | $12.7M | Sell |
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|
2023
Q2 | $14M | Sell |
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|
2023
Q1 | $15.6M | Buy |
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|
2022
Q4 | $15.4M | Buy |
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|
2022
Q3 | $13.2M | Buy |
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|
2022
Q2 | $12M | Buy |
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|
2022
Q1 | $11.7M | Buy |
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|
2021
Q4 | $9.65M | Sell |
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|
2021
Q3 | $10.8M | Buy |
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|
2021
Q2 | $9.86M | Buy |
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|
2021
Q1 | $8.64M | Sell |
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|
2020
Q4 | $7.3M | Sell |
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|
2020
Q3 | $18.4M | Buy |
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|
2020
Q2 | $12.7M | Buy |
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|
2020
Q1 | $8.64M | Sell |
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|
2019
Q4 | $14M | Buy |
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|
2019
Q3 | $10.5M | Buy |
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|
2019
Q2 | $8.58M | Buy |
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|
2019
Q1 | $7.31M | Buy |
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|
2018
Q4 | $5.63M | Buy |
|