Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $447K | Buy |
|
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|
2024
Q2 | $398K | Buy |
|
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|
2024
Q1 | $384K | Buy |
|
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|
2023
Q4 | $365K | Buy |
|
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|
2023
Q3 | $324K | Sell |
|
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $362K | Buy |
|
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $328K | Buy |
|
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $334K | Buy |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q2 | $277K | Sell |
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|
2020
Q1 | $426K | Buy |
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|
2019
Q4 | $238K | Buy |
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