Kalos 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
Q3 | – | Sell |
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|
2023
Q2 | $656K | Sell |
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|
2023
Q1 | $713K | Hold |
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|
2022
Q4 | $734K | Hold |
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|
2022
Q3 | $686K | Sell |
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|
2022
Q2 | $783K | Buy |
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|
2022
Q1 | $858K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.08M | Sell |
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|
2019
Q2 | $983K | Buy |
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|
2019
Q1 | $855K | Sell |
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|
2018
Q4 | $961K | Buy |
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|
2018
Q3 | $833K | Sell |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.18M | Sell |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.43M | Sell |
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|
2017
Q1 | $1.58M | Buy |
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|
2016
Q4 | $1.37M | Sell |
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|
2016
Q3 | $1.5M | Sell |
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|
2016
Q2 | $1.55M | Sell |
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|
2016
Q1 | $1.55M | Buy |
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|
2015
Q4 | $1.45M | Buy |
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