HeadInvest LLC’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 | – | Sell |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $230K | Hold |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $271K | Hold |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $213K | Sell |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $522K | Buy |
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|
2019
Q3 | $480K | Buy |
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|
2019
Q2 | $414K | Hold |
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|
2019
Q1 | $408K | Sell |
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|
2018
Q4 | $742K | Buy |
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|
2018
Q3 | $395K | Buy |
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|
2018
Q2 | $274K | Hold |
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|
2018
Q1 | $266K | Hold |
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|
2017
Q4 | $276K | Hold |
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|
2017
Q3 | $265K | Hold |
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|
2017
Q2 | $258K | Buy |
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|
2017
Q1 | $237K | Sell |
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|
2016
Q4 | $233K | Buy |
|