Castle Wealth Management’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 | $319K | Hold |
|
|||||
|
2025
Q2 | $298K | Buy |
|
|||||
|
2025
Q1 | $288K | Hold |
|
|||||
|
2024
Q4 | $281K | Sell |
|
|||||
|
2024
Q3 | $311K | Hold |
|
|||||
|
2024
Q2 | $278K | Hold |
|
|||||
|
2024
Q1 | $283K | Hold |
|
|||||
|
2023
Q4 | $270K | Sell |
|
|||||
|
2023
Q3 | $361K | Sell |
|
|||||
|
2023
Q2 | $423K | Sell |
|
|||||
|
2023
Q1 | $452K | Sell |
|
|||||
|
2022
Q4 | $595K | Buy |
|
|||||
|
2022
Q3 | $448K | Buy |
|
|||||
|
2022
Q2 | $431K | Buy |
|