First National Bank of South Miami’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $697K | Sell |
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|
2023
Q1 | $725K | Sell |
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|
2022
Q4 | $756K | Buy |
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|
2022
Q3 | $653K | Buy |
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|
2022
Q2 | $697K | Buy |
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|
2022
Q1 | $680K | Hold |
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|
2021
Q4 | $650K | Hold |
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|
2021
Q3 | $609K | Hold |
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|
2021
Q2 | $619K | Sell |
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|
2021
Q1 | $618K | Sell |
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|
2020
Q4 | $537K | Hold |
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|
2020
Q3 | $455K | Buy |
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|
2020
Q2 | $409K | Hold |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $560K | Hold |
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|
2019
Q3 | $519K | Hold |
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|
2019
Q2 | $531K | Hold |
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|
2019
Q1 | $520K | Hold |
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|
2018
Q4 | $505K | Buy |
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