Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $1.11M | Buy |
|
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $943K | Buy |
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|
2021
Q1 | $895K | Buy |
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|
2020
Q4 | $569K | Buy |
|