Kades & Cheifetz’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
2024
Q4
$847K Buy
2024
Q3
$857K Sell
2024
Q2
$787K Buy
2024
Q1
$796K Buy
2023
Q4
$736K Sell
2023
Q3
$692K Sell
2023
Q2
$942K Sell
2023
Q1
$980K Sell
2022
Q4
$1.01M Buy