Continuum Wealth 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 | $435K | Hold |
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|
2025
Q2 | $406K | Hold |
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|
2025
Q1 | $411K | Hold |
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|
2024
Q4 | $402K | Hold |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $367K | Hold |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $367K | Hold |
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|
2022
Q4 | $378K | Buy |
|