FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $638K | Buy |
|
|||||
|
2024
Q2 | $570K | Buy |
|
|||||
|
2024
Q1 | $498K | Sell |
|
|||||
|
2023
Q4 | $612K | Sell |
|
|||||
|
2023
Q3 | $565K | Sell |
|
|||||
|
2023
Q2 | $661K | Hold |
|
|||||
|
2023
Q1 | $661K | Hold |
|
|||||
|
2022
Q4 | $661K | Sell |
|
|||||
|
2022
Q3 | $643K | Sell |
|
|||||
|
2022
Q2 | $679K | Sell |
|
|||||
|
2022
Q1 | $783K | Buy |
|
|||||
|
2021
Q4 | $739K | Sell |
|
|||||
|
2021
Q3 | $734K | Buy |
|
|||||
|
2021
Q2 | $537K | Buy |
|
|||||
|
2021
Q1 | $385K | Buy |
|
|||||
|
2020
Q4 | $303K | Buy |
|
|||||
|
2020
Q3 | $222 | Sell |
|
|||||
|
2020
Q2 | $234K | Hold |
|
|||||
|
2020
Q1 | $213K | Hold |
|
|||||
|
2019
Q4 | $307K | Hold |
|
|||||
|
2019
Q3 | $296K | Hold |
|
|||||
|
2019
Q2 | $289K | Sell |
|
|||||
|
2019
Q1 | $360K | Sell |
|
|||||
|
2018
Q4 | $345K | Buy |
|