Brown, Lisle/Cummings’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 | $155K | Hold |
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|
2025
Q2 | $145K | Hold |
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|
2025
Q1 | $147K | Hold |
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|
2024
Q4 | $144K | Hold |
|
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|
2024
Q3 | $148K | Hold |
|
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|
2024
Q2 | $132K | Hold |
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|
2024
Q1 | $135K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $118K | Sell |
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|
2023
Q2 | $132K | Hold |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $141K | Hold |
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|
2022
Q3 | $125K | Hold |
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|
2022
Q2 | $138K | Hold |
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|
2022
Q1 | $150K | Hold |
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|
2021
Q4 | $143K | Buy |
|