Carl P. Sherr & Co’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
Q2 | $456K | Hold |
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|
2025
Q1 | $461K | Hold |
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|
2024
Q4 | $451K | Hold |
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|
2024
Q3 | $464K | Hold |
|
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|
2024
Q2 | $415K | Hold |
|
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|
2024
Q1 | $423K | Hold |
|
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|
2023
Q4 | $402K | Hold |
|
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|
2023
Q3 | $369K | Hold |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $402K | Hold |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $368K | Hold |
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|
2022
Q2 | $404K | Hold |
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|
2022
Q1 | $440K | Hold |
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|
2021
Q4 | $421K | Hold |
|
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|
2021
Q3 | $394K | Hold |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $392K | Hold |
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|
2020
Q4 | $330K | Hold |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $293K | Hold |
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|
2020
Q1 | $267K | Hold |
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|
2019
Q4 | $384K | Buy |
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