Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $889K | Buy |
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|
2023
Q3 | $807K | Sell |
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|
2023
Q2 | $855K | Sell |
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|
2023
Q1 | $1.01M | Buy |
|
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|
2022
Q4 | $921K | Sell |
|
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|
2022
Q3 | $926K | Hold |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.12M | Buy |
|
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $944K | Hold |
|
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|
2021
Q2 | $959K | Sell |
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|
2021
Q1 | $973K | Sell |
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|
2020
Q4 | $854K | Buy |
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|
2020
Q3 | $679K | Buy |
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|
2020
Q2 | $634K | Sell |
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|
2020
Q1 | $620K | Buy |
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|
2019
Q3 | $788K | Buy |
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|
2019
Q2 | $36K | Hold |
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|
2019
Q1 | $35K | Hold |
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|
2018
Q4 | $32K | Buy |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
|
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|
2017
Q3 | $6K | Hold |
|
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|
2017
Q2 | $6K | Sell |
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|
2017
Q1 | $42K | Hold |
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|
2016
Q4 | $41K | Hold |
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|
2016
Q3 | $39K | Hold |
|
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|
2016
Q2 | $39K | Hold |
|
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|
2016
Q1 | $38K | Hold |
|
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|
2015
Q4 | $35K | Hold |
|
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|
2015
Q3 | $33K | Hold |
|
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|
2015
Q2 | $35K | Hold |
|
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|
2015
Q1 | $36K | Hold |
|
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|
2014
Q4 | $37K | Hold |
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|
2014
Q3 | $34K | Hold |
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|
2014
Q2 | $35K | Hold |
|
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|
2014
Q1 | $34K | Hold |
|
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|
2013
Q4 | $33K | Sell |
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|
2013
Q3 | $36K | Buy |
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|
2013
Q2 | $29K | Buy |
|