BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Hold |
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|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $200K | Sell |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $205K | Hold |
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|
2017
Q4 | $213K | Sell |
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|
2017
Q3 | $211K | Hold |
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|
2017
Q2 | $208K | Hold |
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $281K | Hold |
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|
2016
Q3 | $281K | Buy |
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|
2016
Q2 | $272K | Hold |
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|
2016
Q1 | $260K | Hold |
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|
2015
Q4 | $239K | Sell |
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|
2015
Q3 | $236K | Sell |
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|
2015
Q2 | $259K | Sell |
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|
2015
Q1 | $366K | Buy |
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|
2014
Q4 | $361K | Buy |
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|
2014
Q3 | $329K | Hold |
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|
2014
Q2 | $343K | Sell |
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|
2014
Q1 | $363K | Sell |
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|
2013
Q4 | $410K | Hold |
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|
2013
Q3 | $381K | Sell |
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|
2013
Q2 | $419K | Buy |
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