Fulton Breakefield Broenniman’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 | $1.03M | Buy |
|
|||||
|
2025
Q2 | $935K | Sell |
|
|||||
|
2025
Q1 | $951K | Sell |
|
|||||
|
2024
Q4 | $2.01M | Sell |
|
|||||
|
2024
Q3 | $2.07M | Sell |
|
|||||
|
2024
Q2 | $1.94M | Buy |
|
|||||
|
2024
Q1 | $1.88M | Sell |
|
|||||
|
2023
Q4 | $1.93M | Sell |
|
|||||
|
2023
Q3 | $1.79M | Sell |
|
|||||
|
2023
Q2 | $2.03M | Sell |
|
|||||
|
2023
Q1 | $2.23M | Sell |
|
|||||
|
2022
Q4 | $2.35M | Buy |
|
|||||
|
2022
Q3 | $2.09M | Sell |
|
|||||
|
2022
Q2 | $2.65M | Sell |
|
|||||
|
2022
Q1 | $3.03M | Sell |
|
|||||
|
2021
Q4 | $2.96M | Sell |
|
|||||
|
2021
Q3 | $2.97M | Buy |
|
|||||
|
2021
Q2 | $2.88M | Sell |
|
|||||
|
2021
Q1 | $2.86M | Buy |
|
|||||
|
2020
Q4 | $2.34M | Sell |
|
|||||
|
2020
Q3 | $2.15M | Sell |
|
|||||
|
2020
Q2 | $2.31M | Sell |
|
|||||
|
2020
Q1 | $2.17M | Sell |
|
|||||
|
2019
Q4 | $3.33M | Sell |
|
|||||
|
2019
Q3 | $3.38M | Buy |
|
|||||
|
2019
Q2 | $3.25M | Buy |
|
|||||
|
2019
Q1 | $3.18M | Sell |
|
|||||
|
2018
Q4 | $3M | Sell |
|
|||||
|
2018
Q3 | $3.51M | Sell |
|
|||||
|
2018
Q2 | $3.54M | Buy |
|