Fernwood Investment 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 | $1.12M | Sell |
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|
2024
Q3 | $2.14M | Buy |
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $2.08M | Hold |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $2.3M | Sell |
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|
2022
Q1 | $2.86M | Buy |
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|
2021
Q4 | $2.34M | Hold |
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|
2021
Q3 | $2.19M | Sell |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $2.42M | Sell |
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|
2020
Q4 | $2.14M | Buy |
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|
2020
Q3 | $1.78M | Buy |
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|
2020
Q2 | $1.68M | Sell |
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|
2020
Q1 | $1.99M | Buy |
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|
2019
Q4 | $2.79M | Sell |
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|
2019
Q3 | $2.8M | Buy |
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|
2019
Q2 | $2.63M | Sell |
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|
2019
Q1 | $2.66M | Sell |
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|
2018
Q4 | $2.45M | Buy |
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|
2018
Q3 | $2.72M | Sell |
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|
2018
Q2 | $3.24M | Sell |
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|
2018
Q1 | $3.26M | Buy |
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|
2017
Q4 | $3.05M | Buy |
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|
2017
Q3 | $819K | Buy |
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|
2017
Q2 | $786K | Buy |
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|
2017
Q1 | $582K | Buy |
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|
2016
Q4 | $507K | Buy |
|