Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
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|
2025
Q1 | $768K | Sell |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $757K | Sell |
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|
2024
Q2 | $679K | Sell |
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|
2024
Q1 | $766K | Buy |
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|
2023
Q4 | $670K | Buy |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $618K | Buy |
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|
2023
Q1 | $639K | Sell |
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|
2022
Q4 | $671K | Sell |
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|
2022
Q3 | $832K | Buy |
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|
2022
Q2 | $913K | Buy |
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|
2022
Q1 | $878K | Buy |
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|
2021
Q4 | $830K | Buy |
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|
2021
Q3 | $772K | Sell |
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|
2021
Q2 | $888K | Sell |
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|
2021
Q1 | $886K | Buy |
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|
2020
Q4 | $746K | Sell |
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|
2020
Q3 | $643K | Buy |
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|
2020
Q2 | $628K | Buy |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $891K | Buy |
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|
2019
Q3 | $858K | Sell |
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|
2019
Q2 | $854K | Buy |
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|
2019
Q1 | $841K | Sell |
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|
2018
Q4 | $789K | Sell |
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|
2018
Q3 | $899K | Buy |
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|
2018
Q2 | $881K | Sell |
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|
2018
Q1 | $881K | Sell |
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|
2017
Q4 | $994K | Sell |
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|
2017
Q3 | $947K | Buy |
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|
2017
Q2 | $782K | Sell |
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|
2017
Q1 | $898K | Sell |
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|
2016
Q4 | $926K | Sell |
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|
2016
Q3 | $942K | Sell |
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|
2016
Q2 | $1.14M | Sell |
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|
2016
Q1 | $1.33M | Buy |
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|
2015
Q4 | $807K | Sell |
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|
2015
Q3 | $813K | Sell |
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|
2015
Q2 | $922K | Sell |
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|
2015
Q1 | $1.05M | Sell |
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|
2014
Q4 | $1.16M | Sell |
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|
2014
Q3 | $1.08M | Sell |
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|
2014
Q2 | $1.31M | Sell |
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|
2014
Q1 | $1.82M | Sell |
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|
2013
Q4 | $2.4M | Buy |
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