BerganKDV 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
Q2 | $28.3K | Hold |
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|
2023
Q1 | $29.3K | Hold |
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|
2022
Q4 | $30.1K | Hold |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $87K | Sell |
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|
2019
Q3 | $103K | Buy |
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|
2019
Q2 | $100K | Sell |
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|
2019
Q1 | $101K | Sell |
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|
2018
Q4 | $213K | Buy |
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|
2018
Q3 | $234K | Sell |
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|
2018
Q2 | $238K | Sell |
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $375K | Buy |
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|
2017
Q3 | $354K | Sell |
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|
2017
Q2 | $404K | Buy |
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|
2017
Q1 | $397K | Sell |
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|
2016
Q4 | $448K | Buy |
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|
2016
Q3 | $380K | Buy |
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