Choate Investment Advisors’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 | $780K | Hold |
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|
2025
Q2 | $729K | Sell |
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|
2025
Q1 | $782K | Sell |
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|
2024
Q4 | $821K | Buy |
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|
2024
Q3 | $786K | Sell |
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|
2024
Q2 | $882K | Buy |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $551K | Hold |
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|
2023
Q3 | $506K | Hold |
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|
2023
Q2 | $533K | Hold |
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|
2023
Q1 | $551K | Sell |
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|
2022
Q4 | $607K | Sell |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $622K | Sell |
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|
2022
Q1 | $771K | Hold |
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|
2021
Q4 | $738K | Sell |
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|
2021
Q3 | $824K | Sell |
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|
2021
Q2 | $962K | Sell |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $851K | Sell |
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|
2020
Q3 | $733K | Sell |
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|
2020
Q2 | $780K | Sell |
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|
2020
Q1 | $767K | Hold |
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|
2019
Q4 | $1.1M | Hold |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.04M | Hold |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $697K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.21M | Hold |
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|
2017
Q3 | $1.15M | Sell |
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|
2017
Q2 | $1.18M | Sell |
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|
2017
Q1 | $1.33M | Sell |
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|
2016
Q4 | $1.46M | Buy |
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|
2016
Q3 | $1.39M | Sell |
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|
2016
Q2 | $1.4M | Sell |
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|
2016
Q1 | $1.53M | Sell |
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|
2015
Q4 | $2.19M | Buy |
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|
2015
Q3 | $1.86M | Sell |
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|
2015
Q2 | $1.96M | Sell |
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|
2015
Q1 | $2.09M | Sell |
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|
2014
Q4 | $2.44M | Buy |
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|
2014
Q3 | $1.99M | Sell |
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|
2014
Q2 | $2.14M | Sell |
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|
2014
Q1 | $2.08M | Sell |
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|
2013
Q4 | $2.08M | Sell |
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|
2013
Q3 | $2.08M | Buy |
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|
2013
Q2 | $1.98M | Buy |
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