Beacon Financial Advisory’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 | $1.04M | Buy |
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|
2025
Q2 | $968K | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $930K | Buy |
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|
2024
Q1 | $892K | Sell |
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|
2023
Q4 | $954K | Sell |
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|
2023
Q3 | $878K | Buy |
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|
2023
Q2 | $914K | Buy |
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|
2023
Q1 | $943K | Buy |
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|
2022
Q4 | $918K | Buy |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $615K | Sell |
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|
2022
Q1 | $801K | Buy |
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|
2021
Q4 | $749K | Buy |
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|
2021
Q3 | $663K | Buy |
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|
2021
Q2 | $673K | Buy |
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|
2021
Q1 | $633K | Buy |
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|
2020
Q4 | $525K | Buy |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $376K | Sell |
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|
2020
Q1 | $362K | Sell |
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|
2019
Q4 | $548K | Buy |
|