Beaumont Financial Advisors’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 | $8.62M | Sell |
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|
2025
Q2 | $8.21M | Sell |
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|
2025
Q1 | $8.43M | Sell |
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|
2024
Q4 | $8.24M | Buy |
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|
2024
Q3 | $8.46M | Sell |
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|
2024
Q2 | $7.79M | Sell |
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|
2024
Q1 | $7.99M | Sell |
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|
2023
Q4 | $7.64M | Sell |
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|
2023
Q3 | $7.31M | Buy |
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|
2023
Q2 | $7.66M | Sell |
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|
2023
Q1 | $7.96M | Buy |
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|
2022
Q4 | $8M | Buy |
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|
2022
Q3 | $6.86M | Buy |
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|
2022
Q2 | $7.32M | Sell |
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|
2022
Q1 | $8.17M | Buy |
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|
2021
Q4 | $7.75M | Sell |
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|
2021
Q3 | $7.26M | Sell |
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|
2021
Q2 | $7.75M | Buy |
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|
2021
Q1 | $7.52M | Sell |
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|
2020
Q4 | $6.72M | Sell |
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|
2020
Q3 | $6.05M | Buy |
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|
2020
Q2 | $5.34M | Sell |
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|
2020
Q1 | $4.99M | Sell |
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|
2019
Q4 | $12.4M | Sell |
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|
2019
Q3 | $12.4M | Sell |
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|
2019
Q2 | $12.6M | Buy |
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|
2019
Q1 | $11.4M | Buy |
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|
2018
Q4 | $8.61M | Sell |
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|
2018
Q3 | $9.89M | Buy |
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|
2018
Q2 | $9.21M | Sell |
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|
2018
Q1 | $9.2M | Buy |
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|
2017
Q4 | $9M | Sell |
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|
2017
Q3 | $8.56M | Buy |
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|
2017
Q2 | $8.19M | Buy |
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|
2017
Q1 | $7.55M | Buy |
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|
2016
Q4 | $6.91M | Buy |
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|
2016
Q3 | $5.57M | Buy |
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|
2016
Q2 | $5.48M | Buy |
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|
2016
Q1 | $835K | Sell |
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|
2015
Q4 | $3.72M | Sell |
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|
2015
Q3 | $9.22M | Hold |
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|
2015
Q2 | $9.22M | Sell |
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|
2015
Q1 | $29M | Buy |
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|
2014
Q4 | $28.8M | Buy |
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|
2014
Q3 | $16.3M | Buy |
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|
2014
Q2 | $776K | Hold |
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|
2014
Q1 | $739K | Hold |
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|
2013
Q4 | $719K | Buy |
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