Kapstone Financial Advisors’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 | $3.13M | Sell |
|
|||||
|
2025
Q2 | $2.93M | Sell |
|
|||||
|
2025
Q1 | $2.97M | Sell |
|
|||||
|
2024
Q4 | $2.99M | Sell |
|
|||||
|
2024
Q3 | $3.1M | Buy |
|
|||||
|
2024
Q2 | $2.75M | Sell |
|
|||||
|
2024
Q1 | $2.87M | Sell |
|
|||||
|
2023
Q4 | $2.75M | Sell |
|
|||||
|
2023
Q3 | $2.56M | Buy |
|
|||||
|
2023
Q2 | $2.77M | Sell |
|
|||||
|
2023
Q1 | $2.88M | Hold |
|
|||||
|
2022
Q4 | $3.06M | Buy |
|