Highline Wealth Partners’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
$248K Buy
2025
Q2
$200K Hold
2025
Q1
$202K Hold
2024
Q4
$198K Hold
2024
Q3
$204K Buy
2024
Q2
$180K Hold
2024
Q1
$184K Hold
2023
Q4
$175K Hold
2023
Q3
$160K Hold
2023
Q2
$169K Hold
2023
Q1
$175K Hold
2022
Q4
$180K Hold
2022
Q3
$160K Buy