Benedict 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
Q2 | $354K | Buy |
|
|||||
|
2025
Q1 | $352K | Buy |
|
|||||
|
2024
Q4 | $320K | Buy |
|
|||||
|
2024
Q3 | $256K | Buy |
|
|||||
|
2024
Q2 | $225K | Buy |
|
|||||
|
2024
Q1 | $223K | Sell |
|
|||||
|
2023
Q4 | $221K | Buy |
|
|||||
|
2023
Q3 | $200K | Sell |
|
|||||
|
2023
Q2 | $213K | Buy |
|
|||||
|
2023
Q1 | $219K | Sell |
|
|||||
|
2022
Q4 | $234K | Sell |
|
|||||
|
2022
Q3 | $213K | Buy |
|
|||||
|
2022
Q2 | $232K | Sell |
|
|||||
|
2022
Q1 | $262K | Buy |
|
|||||
|
2021
Q4 | $251K | Buy |
|
|||||
|
2021
Q3 | $234K | Sell |
|
|||||
|
2021
Q2 | $245K | Sell |
|
|||||
|
2021
Q1 | $245K | Sell |
|
|||||
|
2020
Q4 | $210K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $246K | Buy |
|
|||||
|
2019
Q3 | $237K | Sell |
|
|||||
|
2019
Q2 | $249K | Sell |
|
|||||
|
2019
Q1 | $255K | Buy |
|
|||||
|
2018
Q4 | $231K | Sell |
|
|||||
|
2018
Q3 | $261K | Buy |
|
|||||
|
2018
Q2 | $254K | Hold |
|
|||||
|
2018
Q1 | $247K | Sell |
|
|||||
|
2017
Q4 | $257K | Sell |
|
|||||
|
2017
Q3 | $251K | Sell |
|
|||||
|
2017
Q2 | $309K | Sell |
|
|||||
|
2017
Q1 | $309K | Sell |
|
|||||
|
2016
Q4 | $349K | Sell |
|
|||||
|
2016
Q3 | $343K | Buy |
|
|||||
|
2016
Q2 | $346K | Buy |
|
|||||
|
2016
Q1 | $319K | Sell |
|
|||||
|
2015
Q4 | $306K | Sell |
|
|||||
|
2015
Q3 | $315K | Buy |
|
|||||
|
2015
Q2 | $296K | Sell |
|
|||||
|
2015
Q1 | $319K | Buy |
|
|||||
|
2014
Q4 | $322K | Buy |
|