Community Financial Services Group’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
$239K Buy
2021
Q4
$418K Sell
2021
Q3
$432K Hold
2021
Q2
$440K Sell
2021
Q1
$886K Sell
2020
Q4
$6.15M Sell
2020
Q3
$5.55M Buy
2020
Q2
$2.83M Sell
2020
Q1
$2.87M Buy
2019
Q4
$3.52M Buy
2015
Q4
Sell
2015
Q3
$15K Hold
2015
Q2
$15K Hold
2015
Q1
$16K Sell
2014
Q4
$39K Buy
2014
Q3
$21K Hold
2014
Q2
$22K Buy