Biltmore Family Office’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 | $365K | Hold |
|
|||||
|
2025
Q2 | $341K | Sell |
|
|||||
|
2025
Q1 | $358K | Hold |
|
|||||
|
2024
Q4 | $350K | Hold |
|
|||||
|
2024
Q3 | $360K | Hold |
|
|||||
|
2024
Q2 | $323K | Buy |
|
|||||
|
2024
Q1 | $249K | Hold |
|
|||||
|
2023
Q4 | $237K | Sell |
|
|||||
|
2023
Q3 | $232K | Sell |
|
|||||
|
2023
Q2 | $245K | Sell |
|
|||||
|
2023
Q1 | $302K | Sell |
|
|||||
|
2022
Q4 | $697K | Hold |
|
|||||
|
2022
Q3 | $620K | Buy |
|
|||||
|
2022
Q2 | $492K | Buy |
|
|||||
|
2022
Q1 | $481K | Hold |
|
|||||
|
2021
Q4 | $461K | Hold |
|
|||||
|
2021
Q3 | $431K | Buy |
|
|||||
|
2021
Q2 | $252K | Hold |
|
|||||
|
2021
Q1 | $246K | Hold |
|
|||||
|
2020
Q4 | $208K | Sell |
|
|||||
|
2020
Q3 | $184K | Hold |
|
|||||
|
2020
Q2 | $182K | Sell |
|
|||||
|
2020
Q1 | $181K | Buy |
|
|||||
|
2019
Q4 | $169K | Hold |
|
|||||
|
2019
Q3 | $163K | Hold |
|
|||||
|
2019
Q2 | $159K | Buy |
|