Gratus Capital’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
2024
Q2
$467K Buy
2024
Q1
$413K Buy
2023
Q4
$246K Buy
2023
Q3
$213K Buy
2022
Q1
Sell
2021
Q4
$243K Buy
2020
Q2
Sell
2020
Q1
$245K Buy
2016
Q1
Sell
2015
Q4
$257K Buy