Evermay 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 | $664K | Sell |
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|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $652K | Sell |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $607K | Sell |
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $598K | Hold |
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|
2023
Q3 | $555K | Sell |
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|
2023
Q2 | $600K | Sell |
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|
2023
Q1 | $681K | Hold |
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|
2022
Q4 | $701K | Hold |
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|
2022
Q3 | $623K | Buy |
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|
2022
Q2 | $630K | Hold |
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|
2022
Q1 | $686K | Hold |
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|
2021
Q4 | $656K | Hold |
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|
2021
Q3 | $614K | Hold |
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|
2021
Q2 | $624K | Hold |
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|
2021
Q1 | $611K | Sell |
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|
2020
Q4 | $587K | Sell |
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|
2020
Q3 | $668K | Sell |
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|
2020
Q2 | $693K | Buy |
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|
2020
Q1 | $630K | Hold |
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|
2019
Q4 | $905K | Sell |
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|
2019
Q3 | $890K | Sell |
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|
2019
Q2 | $934K | Buy |
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|
2019
Q1 | $920K | Buy |
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|
2018
Q4 | $836K | Sell |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $987K | Hold |
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|
2018
Q1 | $961K | Buy |
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|
2017
Q4 | $995K | Sell |
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|
2017
Q3 | $1M | Sell |
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|
2017
Q2 | $988K | Hold |
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|
2017
Q1 | $976K | Buy |
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|
2016
Q4 | $949K | Sell |
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|
2016
Q3 | $929K | Hold |
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|
2016
Q2 | $924K | Sell |
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|
2016
Q1 | $888K | Buy |
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|
2015
Q4 | $714K | Sell |
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|
2015
Q3 | $798K | Sell |
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|
2015
Q2 | $885K | Buy |
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|
2015
Q1 | $903K | Buy |
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|
2014
Q4 | $920K | Sell |
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|
2014
Q3 | $856K | Buy |
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|
2014
Q2 | $892K | Buy |
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|
2014
Q1 | $849K | Sell |
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|
2013
Q4 | $860K | Buy |
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