BIP Wealth’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 | $650K | Hold |
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|
2025
Q2 | $607K | Sell |
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|
2025
Q1 | $762K | Sell |
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|
2024
Q4 | $791K | Buy |
|
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|
2024
Q3 | $659K | Sell |
|
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|
2024
Q2 | $821K | Buy |
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|
2024
Q1 | $609K | Hold |
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|
2023
Q4 | $579K | Buy |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $685K | Buy |
|