Clearstead Trust’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 | $233K | Buy |
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|
2025
Q2 | $74.4K | Hold |
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|
2025
Q1 | $75.2K | Hold |
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|
2024
Q4 | $73.5K | Hold |
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|
2024
Q3 | $75.6K | Hold |
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|
2024
Q2 | $67.7K | Hold |
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|
2024
Q1 | $69K | Hold |
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|
2023
Q4 | $65.6K | Hold |
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|
2023
Q3 | $60.3K | Hold |
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|
2023
Q2 | $63.4K | Hold |
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|
2023
Q1 | $65.6K | Hold |
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|
2022
Q4 | $68K | Hold |
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|
2022
Q3 | $60K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $63K | Buy |
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