B. Riley 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
2022
Q2
$834 Buy
2022
Q1
$301K Sell
2021
Q4
$305K Buy
2021
Q3
$267K Buy
2020
Q3
Sell
2020
Q2
$3.86M Sell
2020
Q1
$4.48M Sell
2019
Q4
$8.82M Buy
2019
Q3
$3.33M Sell
2019
Q2
$3.26K Sell
2019
Q1
$3.67M Buy
2018
Q4
$2.4M Buy
2018
Q3
$1.8M Buy
2015
Q3
Sell
2015
Q2
$32K Sell
2015
Q1
$903K Buy
2014
Q4
$911K Buy
2014
Q3
$774K Buy
2014
Q2
$476K Buy
2014
Q1
$365K Buy