EverSource Wealth Advisors’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 | $61.3K | Hold |
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|
2025
Q2 | $57.3K | Sell |
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|
2025
Q1 | $64.7K | Hold |
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|
2024
Q4 | $63.2K | Hold |
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|
2024
Q3 | $65.1K | Hold |
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|
2024
Q2 | $62.7K | Hold |
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|
2024
Q1 | $57.5K | Buy |
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|
2023
Q4 | $52.7K | Hold |
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|
2023
Q3 | $48.4K | Hold |
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|
2023
Q2 | $51K | Hold |
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|
2023
Q1 | $52.7K | Buy |
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|
2022
Q4 | $24.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $90K | Buy |
|