Cobblestone Capital 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 | $278K | Sell |
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|
2025
Q2 | $284K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $406K | Hold |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $247K | Buy |
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