Bellevue Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $601K | Buy |
|
|||||
|
2025
Q2 | $560K | Buy |
|
|||||
|
2025
Q1 | $564K | Buy |
|
|||||
|
2024
Q4 | $476K | Buy |
|
|||||
|
2024
Q3 | $488K | Buy |
|
|||||
|
2024
Q2 | $437K | Buy |
|
|||||
|
2024
Q1 | $444K | Hold |
|
|||||
|
2023
Q4 | $423K | Sell |
|
|||||
|
2023
Q3 | $392K | Sell |
|
|||||
|
2023
Q2 | $420K | Sell |
|
|||||
|
2023
Q1 | $435K | Sell |
|
|||||
|
2022
Q4 | $481K | Sell |
|
|||||
|
2022
Q3 | $458K | Sell |
|
|||||
|
2022
Q2 | $493K | Sell |
|
|||||
|
2022
Q1 | $564K | Sell |
|
|||||
|
2021
Q4 | $617K | Sell |
|
|||||
|
2021
Q3 | $587K | Sell |
|
|||||
|
2021
Q2 | $593K | Buy |
|
|||||
|
2021
Q1 | $572K | Sell |
|
|||||
|
2020
Q4 | $501K | Sell |
|
|||||
|
2020
Q3 | $442K | Sell |
|
|||||
|
2020
Q2 | $453K | Sell |
|
|||||
|
2020
Q1 | $502K | Sell |
|
|||||
|
2019
Q4 | $679K | Buy |
|