EPG 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 | $58.8K | Buy |
|
|||||
|
2025
Q2 | $54.9K | Hold |
|
|||||
|
2025
Q1 | $55.4K | Sell |
|
|||||
|
2024
Q4 | $92.7K | Sell |
|
|||||
|
2024
Q3 | $162K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $147K | Buy |
|
|||||
|
2023
Q4 | $135K | Sell |
|
|||||
|
2023
Q3 | $161K | Sell |
|
|||||
|
2023
Q2 | $170K | Sell |
|
|||||
|
2023
Q1 | $213K | Sell |
|
|||||
|
2022
Q4 | $226K | Sell |
|
|||||
|
2022
Q3 | $296K | Sell |
|
|||||
|
2022
Q2 | $327K | Buy |
|
|||||
|
2022
Q1 | $354K | Sell |
|
|||||
|
2021
Q4 | $343K | Sell |
|
|||||
|
2021
Q3 | $366K | Buy |
|
|||||
|
2021
Q2 | $311K | Buy |
|
|||||
|
2021
Q1 | $301K | Buy |
|
|||||
|
2020
Q4 | $253K | Buy |
|
|||||
|
2020
Q3 | $214K | Sell |
|
|||||
|
2020
Q2 | $240K | Sell |
|
|||||
|
2020
Q1 | $225K | Buy |
|
|||||
|
2019
Q4 | $46K | Buy |
|