ClientFirst Wealth 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
Q2 | $303K | Hold |
|
|||||
|
2025
Q1 | $307K | Hold |
|
|||||
|
2024
Q4 | $300K | Buy |
|
|||||
|
2023
Q3 | $247K | Hold |
|
|||||
|
2023
Q2 | $263K | Hold |
|
|||||
|
2023
Q1 | $271K | Hold |
|
|||||
|
2022
Q4 | $276K | Sell |
|
|||||
|
2022
Q3 | $315K | Hold |
|
|||||
|
2022
Q2 | $304K | Hold |
|
|||||
|
2022
Q1 | $331K | Hold |
|
|||||
|
2021
Q4 | $331K | Buy |
|