Avidian Wealth Enterprises’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
Q3 | $300K | Sell |
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|
2025
Q2 | $318K | Buy |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $331K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $354K | Buy |
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|
2019
Q3 | $341K | Buy |
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