Cornerstone 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 | $819K | Sell |
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|
2025
Q2 | $804K | Buy |
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|
2025
Q1 | $780K | Buy |
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|
2024
Q4 | $724K | Buy |
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|
2024
Q3 | $703K | Buy |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $544K | Buy |
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|
2023
Q1 | $561K | Buy |
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|
2022
Q3 | $524K | Buy |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $468K | Hold |
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|
2021
Q4 | $448K | Buy |
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|
2021
Q3 | $406K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.3M | Buy |
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