Colton Groome Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $605K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $4.74M | Sell |
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|
2022
Q1 | $6.29M | Buy |
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|
2021
Q4 | $3.46M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $14.3M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $4.28M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.97M | Sell |
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|
2019
Q3 | $5.29M | Buy |
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