Fairhaven 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $358K | Buy |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $339K | Sell |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $444K | Buy |
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|
2021
Q3 | $366K | Hold |
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|
2021
Q2 | $372K | Hold |
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|
2021
Q1 | $364K | Hold |
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|
2020
Q4 | $307K | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $218K | Buy |
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|
2019
Q4 | $262K | Hold |
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|
2019
Q3 | $252K | Hold |
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|
2019
Q2 | $246K | Sell |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $243K | Buy |
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