HMS Capital Management’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
2023
Q2
Sell
2023
Q1
$1.89M Sell
2022
Q4
$1.96M Sell
2022
Q3
$1.75M Buy
2022
Q2
$1.04M Buy
2018
Q2
Sell
2018
Q1
$1.13M Buy
2017
Q4
$591K Hold
2017
Q3
$562K Buy
2017
Q2
$184K Buy