Colonial 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 | $227K | Sell |
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|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $339K | Hold |
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|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $210K | Buy |
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