Guerra Pan Advisors’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 | $967K | Buy |
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|
2025
Q1 | $977K | Hold |
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|
2024
Q4 | $955K | Buy |
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|
2024
Q3 | $784K | Buy |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $697K | Sell |
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|
2023
Q4 | $685K | Buy |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $632K | Sell |
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|
2023
Q1 | $668K | Sell |
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|
2022
Q4 | $711K | Hold |
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|
2022
Q3 | $639K | Buy |
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|
2022
Q2 | $661K | Buy |
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|
2022
Q1 | $679K | Hold |
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|
2021
Q4 | $663K | Buy |
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