Calamos 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 | $360K | Hold |
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|
2025
Q2 | $336K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $464K | Buy |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $319K | Hold |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $279K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $922K | Hold |
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|
2019
Q3 | $890K | Hold |
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|
2019
Q2 | $869K | Buy |
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|
2019
Q1 | $778K | Sell |
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|
2018
Q4 | $730K | Buy |
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|
2018
Q3 | $797K | Sell |
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|
2018
Q2 | $892K | Sell |
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|
2018
Q1 | $11.8M | Sell |
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|
2017
Q4 | $15M | Buy |
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|
2017
Q3 | $13.8M | Buy |
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|
2017
Q2 | $13.4M | Buy |
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|
2017
Q1 | $11.7M | Buy |
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|
2016
Q4 | $7.75M | Buy |
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|
2016
Q3 | $5.96M | Buy |
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|
2016
Q2 | $5.56M | Buy |
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|
2016
Q1 | $3.53M | Buy |
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|
2015
Q4 | $949K | Buy |
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|
2015
Q3 | $364K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $403K | Buy |
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