Choreo LLC’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 | $1.3M | Buy |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $587K | Sell |
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|
2023
Q2 | $668K | Hold |
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|
2023
Q1 | $691K | Buy |
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|
2022
Q4 | $637K | Hold |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $457K | Hold |
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|
2022
Q1 | $497K | Hold |
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|
2021
Q4 | $476K | Sell |
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|
2021
Q3 | $451K | Buy |
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|
2021
Q2 | $452K | Hold |
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|
2021
Q1 | $443K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $224K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $202K | Sell |
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|
2018
Q3 | $336K | Sell |
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|
2018
Q2 | $433K | Sell |
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|
2018
Q1 | $1.34M | Sell |
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|
2017
Q4 | $1.43M | Sell |
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|
2017
Q3 | $1.46M | Buy |
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|
2017
Q2 | $1.44M | Sell |
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|
2017
Q1 | $1.55M | Buy |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $502K | Buy |
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|
2016
Q2 | $490K | Buy |
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|
2016
Q1 | $407K | Buy |
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|
2015
Q4 | $248K | Buy |
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|
2015
Q3 | $238K | Hold |
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|
2015
Q2 | $243K | Sell |
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|
2015
Q1 | $307K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $255K | Sell |
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|
2014
Q2 | $269K | Hold |
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|
2014
Q1 | $256K | Buy |
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