Charter Oak Capital 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 | $202K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $109K | Hold |
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|
2022
Q1 | $119K | Hold |
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|
2021
Q4 | $114K | Hold |
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|
2021
Q3 | $107K | Buy |
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|
2021
Q2 | $86K | Hold |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $71K | Buy |
|