Joseph P. Lucia & Associates’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 | $4.23M | Sell |
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|
2025
Q1 | $4.39M | Sell |
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|
2024
Q4 | $4.35M | Sell |
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|
2024
Q3 | $4.52M | Sell |
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|
2024
Q2 | $4.19M | Sell |
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|
2024
Q1 | $4.51M | Sell |
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|
2023
Q4 | $4.5M | Sell |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $5.12M | Sell |
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|
2023
Q1 | $5.56M | Sell |
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|
2022
Q4 | $5.74M | Sell |
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|
2022
Q3 | $5.32M | Buy |
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|
2022
Q2 | $5.6M | Buy |
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|
2022
Q1 | $5.04M | Buy |
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|
2021
Q4 | $3.68M | Buy |
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|
2021
Q3 | $2.88M | Buy |
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|
2021
Q2 | $2.6M | Buy |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.38M | Buy |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $1.15M | Sell |
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|
2019
Q4 | $1.73M | Sell |
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|
2019
Q3 | $1.68M | Sell |
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|
2019
Q2 | $1.66M | Sell |
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|
2019
Q1 | $7.74K | Buy |
|