Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $34.3K | Buy |
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|
2023
Q3 | $30.8K | Hold |
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|
2023
Q2 | $32.4K | Buy |
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|
2023
Q1 | $33.3K | Buy |
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|
2022
Q4 | $34K | Buy |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $32K | Buy |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $31K | Buy |
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|
2021
Q2 | $31K | Buy |
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|
2021
Q1 | $30K | Buy |
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|
2020
Q4 | $25K | Sell |
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|
2020
Q3 | $90K | Buy |
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|
2020
Q2 | $88K | Buy |
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|
2020
Q1 | $79K | Buy |
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|
2019
Q4 | $112K | Buy |
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|
2019
Q3 | $82K | Buy |
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|
2019
Q2 | $80K | Buy |
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|
2019
Q1 | $79K | Sell |
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|
2018
Q4 | $334K | Buy |
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|
2018
Q3 | $76K | Buy |
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|
2018
Q2 | $76K | Buy |
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|
2018
Q1 | $74K | Hold |
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|
2017
Q4 | $77K | Hold |
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|
2017
Q3 | $72K | Sell |
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|
2017
Q2 | $74K | Hold |
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|
2017
Q1 | $73K | Buy |
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|
2016
Q4 | $68K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $58K | Buy |
|