Cardiff Park 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 | $379K | Hold |
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|
2025
Q2 | $355K | Hold |
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|
2025
Q1 | $359K | Hold |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $61K | Buy |
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