HCR Wealth 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
Q3 | $408K | Sell |
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|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $453K | Sell |
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|
2024
Q4 | $463K | Hold |
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|
2024
Q3 | $476K | Hold |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $405K | Hold |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $498K | Sell |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $584K | Hold |
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|
2021
Q4 | $559K | Hold |
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|
2021
Q3 | $523K | Hold |
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|
2021
Q2 | $532K | Buy |
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|
2021
Q1 | $512K | Sell |
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|
2020
Q4 | $999K | Buy |
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|
2020
Q3 | $835K | Hold |
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|
2020
Q2 | $820K | Buy |
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|
2020
Q1 | $753K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $505K | Sell |
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|
2019
Q2 | $1.1M | Hold |
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|
2019
Q1 | $1.08M | Buy |
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|
2018
Q4 | $450K | Sell |
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|
2018
Q3 | $525K | Hold |
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|
2018
Q2 | $533K | Sell |
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|
2018
Q1 | $553K | Buy |
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|
2017
Q4 | $553K | Sell |
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|
2017
Q3 | $713K | Buy |
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|
2017
Q2 | $702K | Buy |
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|
2017
Q1 | $689K | Sell |
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|
2016
Q4 | $681K | Buy |
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