Golden State 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 | $216K | Sell |
|
|||||
|
2025
Q2 | $208K | Sell |
|
|||||
|
2025
Q1 | $228K | Sell |
|
|||||
|
2024
Q4 | $225K | Buy |
|
|||||
|
2022
Q1 | $241K | Hold |
|
|||||
|
2021
Q4 | $230K | Sell |
|
|||||
|
2021
Q3 | $230K | Sell |
|
|||||
|
2021
Q2 | $236K | Buy |
|
|||||
|
2021
Q1 | $203K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $150K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $182K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $416K | Sell |
|
|||||
|
2019
Q2 | $450K | Sell |
|
|||||
|
2019
Q1 | $458K | Buy |
|