Caldwell Sutter Capital’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
Q4 | $110K | Buy |
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|
2025
Q3 | $107K | Hold |
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|
2025
Q2 | $100K | Hold |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $99.3K | Hold |
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|
2024
Q3 | $102K | Hold |
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|
2024
Q2 | $91.5K | Buy |
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|
2024
Q1 | $90.7K | Buy |
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|
2023
Q4 | $80.4K | Buy |
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|
2023
Q3 | $32.3K | Hold |
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|
2023
Q2 | $34K | Buy |
|