Catalyst Financial Partners’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 | $624K | Sell |
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|
2025
Q2 | $594K | Hold |
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|
2025
Q1 | $600K | Hold |
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|
2024
Q4 | $587K | Sell |
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|
2024
Q3 | $745K | Sell |
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|
2024
Q2 | $696K | Sell |
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|
2024
Q1 | $889K | Hold |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $839K | Hold |
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|
2023
Q1 | $868K | Buy |
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|
2022
Q4 | $490K | Buy |
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