Journey Strategic Wealth’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 | $471K | Sell |
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|
2025
Q2 | $442K | Buy |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $439K | Buy |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $344M | Buy |
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|
2021
Q4 | $508K | Buy |
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