Caerus Investment Advisors’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 | $2.61M | Hold |
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|
2025
Q2 | $2.44M | Hold |
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|
2025
Q1 | $2.46M | Hold |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $2.87M | Hold |
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|
2024
Q2 | $2.57M | Sell |
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|
2024
Q1 | $2.96M | Hold |
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|
2023
Q4 | $2.82M | Hold |
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|
2023
Q3 | $2.59M | Hold |
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|
2023
Q2 | $2.72M | Sell |
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|
2023
Q1 | $2.82M | Hold |
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|
2022
Q4 | $2.9M | Hold |
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|
2022
Q3 | $2.58M | Hold |
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|
2022
Q2 | $2.83M | Hold |
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|
2022
Q1 | $3.01M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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