Connecticut 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
Q3 | $306K | Hold |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $349K | Hold |
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|
2024
Q2 | $312K | Sell |
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|
2024
Q1 | $333K | Hold |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $4.24M | Hold |
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|
2022
Q3 | $3.77M | Hold |
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|
2022
Q2 | $4.14M | Sell |
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|
2022
Q1 | $4.52M | Sell |
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|
2021
Q4 | $4.34M | Sell |
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|
2021
Q3 | $4.22M | Buy |
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|
2021
Q2 | $4.28M | Sell |
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|
2021
Q1 | $4.43M | Sell |
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|
2020
Q4 | $3.83M | Sell |
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|
2020
Q3 | $3.5M | Sell |
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|
2020
Q2 | $3.61M | Sell |
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|
2020
Q1 | $3.56M | Sell |
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|
2019
Q4 | $5.71M | Sell |
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|
2019
Q3 | $5.64M | Buy |
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|
2019
Q2 | $5.46M | Buy |
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