Global Financial Private Client’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
Q2 | – | Sell |
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|
2025
Q1 | $117K | Hold |
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|
2024
Q4 | $114K | Hold |
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|
2024
Q3 | $117K | Hold |
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|
2024
Q2 | $105K | Hold |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $102K | Hold |
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|
2023
Q3 | $91.3K | Hold |
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|
2023
Q2 | $99.2K | Hold |
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|
2023
Q1 | $102K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $95.6K | Hold |
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|
2022
Q2 | $103K | Hold |
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|
2022
Q1 | $112K | Hold |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q3 | $52.3K | Hold |
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|
2021
Q2 | $52.9K | Hold |
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|
2021
Q1 | $51.7K | Hold |
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|
2020
Q4 | $43.3K | Hold |
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|
2020
Q3 | $36.6K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $31.4K | Hold |
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|
2019
Q4 | $47.5K | Buy |
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