Essex Financial Services’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
Q2 | $2.94M | Sell |
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|
2025
Q1 | $3.04M | Sell |
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|
2024
Q4 | $4.04M | Buy |
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|
2024
Q3 | $3M | Sell |
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|
2024
Q2 | $2.83M | Sell |
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|
2024
Q1 | $2.8M | Sell |
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $2.82M | Buy |
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|
2023
Q2 | $2.25M | Sell |
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|
2023
Q1 | $2.53M | Sell |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.78M | Buy |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $314K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $859K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $967K | Sell |
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|
2017
Q1 | $1.43M | Sell |
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|
2016
Q4 | $1.42M | Buy |
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|
2016
Q3 | $1.34M | Sell |
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|
2016
Q2 | $1.36M | Buy |
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|
2016
Q1 | $1.31M | Buy |
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|
2015
Q4 | $1.2M | Sell |
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|
2015
Q3 | $1.16M | Hold |
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|
2015
Q2 | $1.2M | Buy |
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|
2015
Q1 | $1.2M | Buy |
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|
2014
Q4 | $1.19M | Sell |
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|
2014
Q3 | $1.21M | Buy |
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|
2014
Q2 | $1.23M | Buy |
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|
2014
Q1 | $1.09M | Buy |
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|
2013
Q4 | $855K | Buy |
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|
2013
Q3 | $745 | Sell |
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|
2013
Q2 | $765K | Buy |
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