Gitterman 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 | $203K | Hold |
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|
2025
Q2 | $190K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $315K | Hold |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $306K | Hold |
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|
2021
Q2 | $311K | Hold |
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|
2021
Q1 | $305K | Buy |
|