Country Club Bank’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
$987K Hold
2025
Q2
$922K Hold
2025
Q1
$927K Sell
2024
Q4
$1.03M Sell
2024
Q3
$1.1M Hold
2024
Q2
$984K Hold
2024
Q1
$1.01M Buy
2023
Q4
$900K Hold
2023
Q3
$822K Hold
2023
Q2
$861K Sell
2023
Q1
$908K Buy
2022
Q4
$630K Hold
2022
Q3
$566K Buy
2022
Q2
$571K Buy
2022
Q1
$605K Buy