Capital Investment Advisory Services’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 | $335K | Buy |
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|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $301K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $302K | Buy |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | $201K | Sell |
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|
2020
Q4 | $411K | Buy |
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|
2020
Q3 | $348K | Buy |
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|
2020
Q2 | $142K | Sell |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | $193K | Hold |
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|
2019
Q2 | $190K | Sell |
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|
2019
Q1 | $190K | Sell |
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|
2018
Q4 | $194K | Sell |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $379K | Buy |
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|
2017
Q4 | $341K | Sell |
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|
2017
Q3 | $329K | Buy |
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|
2017
Q2 | $313K | Sell |
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|
2017
Q1 | $330K | Buy |
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