Fort Point Capital Partners’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 | – | Sell |
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|
2025
Q2 | $860K | Buy |
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|
2025
Q1 | $868K | Buy |
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|
2024
Q4 | $844K | Buy |
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|
2024
Q3 | $829K | Buy |
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|
2024
Q2 | $740K | Buy |
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|
2024
Q1 | $714K | Sell |
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|
2023
Q4 | $689K | Buy |
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|
2023
Q3 | $615K | Hold |
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|
2023
Q2 | $647K | Buy |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $582K | Buy |
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|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $535K | Buy |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $507K | Sell |
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|
2021
Q3 | $480K | Buy |
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