Aveo Capital Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $334K | Buy |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $908K | Sell |
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|
2023
Q2 | $969K | Buy |
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|
2023
Q1 | $980K | Buy |
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|
2022
Q4 | $989K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $670K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $957K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $214K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $509K | Sell |
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|
2016
Q4 | $811K | Buy |
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