GYL Financial Synergies’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
Q3 | $440K | Hold |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $660K | Sell |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $513K | Buy |
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|
2022
Q1 | $551K | Sell |
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|
2021
Q4 | $685K | Buy |
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|
2021
Q3 | $574K | Buy |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $301K | Hold |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | $210K | Hold |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $263K | Hold |
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|
2019
Q2 | $256K | Sell |
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|
2019
Q1 | $292K | Hold |
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|
2018
Q4 | $266K | Buy |
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