Cahaba Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $563K | Buy |
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|
2025
Q2 | $523K | Sell |
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|
2025
Q1 | $609K | Buy |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $605K | Buy |
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|
2024
Q2 | $537K | Sell |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $531K | Sell |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $938K | Buy |
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|
2022
Q3 | $576K | Buy |
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|
2022
Q2 | $627K | Buy |
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|
2022
Q1 | $655K | Sell |
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|
2021
Q4 | $652K | Sell |
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|
2021
Q3 | $625K | Buy |
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|
2021
Q2 | $626K | Sell |
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|
2021
Q1 | $620K | Sell |
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|
2020
Q4 | $588K | Buy |
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|
2020
Q3 | $470K | Sell |
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|
2020
Q2 | $559K | Sell |
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|
2020
Q1 | $615K | Buy |
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|
2019
Q4 | $875K | Buy |
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|
2019
Q3 | $656K | Sell |
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|
2019
Q2 | $679K | Sell |
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|
2019
Q1 | $692K | Buy |
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|
2018
Q4 | $594K | Sell |
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|
2018
Q3 | $701K | Sell |
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|
2018
Q2 | $707K | Buy |
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|
2018
Q1 | $635K | Buy |
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|
2017
Q4 | $644K | Sell |
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|
2017
Q3 | $615K | Buy |
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