DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $117K | Sell |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $291K | Hold |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $96K | Buy |
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