Interchange Capital 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 | $516K | Buy |
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|
2025
Q2 | $471K | Sell |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $472K | Sell |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $427K | Buy |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $3.56M | Buy |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $351K | Sell |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $593K | Buy |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $245K | Buy |
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