Future Financial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $436K | Hold |
|
|||||
|
2025
Q2 | $407K | Hold |
|
|||||
|
2025
Q1 | $412K | Hold |
|
|||||
|
2024
Q4 | $402K | Hold |
|
|||||
|
2024
Q3 | $414K | Hold |
|
|||||
|
2024
Q2 | $371K | Hold |
|
|||||
|
2024
Q1 | $378K | Hold |
|
|||||
|
2023
Q4 | $359K | Hold |
|
|||||
|
2023
Q3 | $330K | Hold |
|
|||||
|
2023
Q2 | $347K | Hold |
|
|||||
|
2023
Q1 | $360K | Hold |
|
|||||
|
2022
Q4 | $370K | Sell |
|
|||||
|
2022
Q3 | $368K | Sell |
|
|||||
|
2022
Q2 | $402K | Hold |
|
|||||
|
2022
Q1 | $402K | Sell |
|
|||||
|
2021
Q4 | $389K | Sell |
|
|||||
|
2021
Q3 | $368K | Hold |
|
|||||
|
2021
Q2 | $368K | Hold |
|
|||||
|
2021
Q1 | $360K | Hold |
|
|||||
|
2020
Q4 | $304K | Buy |
|