CFM Wealth 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
Q2 | $358K | Hold |
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|
2025
Q1 | $362K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $264K | Hold |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $242K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $122K | Hold |
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|
2020
Q1 | $112K | Hold |
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|
2019
Q4 | $162K | Buy |
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