Crestone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $214K | Hold |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $291K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $385K | Sell |
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|
2019
Q3 | $421K | Hold |
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|
2019
Q2 | $411K | Hold |
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|
2019
Q1 | $405K | Hold |
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|
2018
Q4 | $368K | Buy |
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|
2018
Q3 | $360K | Hold |
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|
2018
Q2 | $352K | Sell |
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|
2018
Q1 | $439K | Hold |
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|
2017
Q4 | $455K | Hold |
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|
2017
Q3 | $432K | Hold |
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|
2017
Q2 | $426K | Hold |
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|
2017
Q1 | $421K | Hold |
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|
2016
Q4 | $409K | Buy |
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