Keebeck Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Hold |
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|
2025
Q1 | $4.69M | Sell |
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|
2024
Q4 | $4.61M | Hold |
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|
2024
Q3 | $4.74M | Buy |
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|
2024
Q2 | $3.98M | Buy |
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|
2024
Q1 | $3.82M | Buy |
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|
2023
Q4 | $3.39M | Sell |
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|
2023
Q3 | $3.73M | Sell |
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|
2023
Q2 | $38.8M | Sell |
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|
2023
Q1 | $40.1M | Buy |
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|
2022
Q4 | $41.3M | Buy |
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|
2022
Q3 | $36.7M | Buy |
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|
2022
Q2 | $40.2M | Buy |
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|
2022
Q1 | $43.6M | Buy |
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|
2021
Q4 | $38.8M | Sell |
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|
2021
Q3 | $36.4M | Sell |
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|
2021
Q2 | $37M | Sell |
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|
2021
Q1 | $38.5M | Buy |
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|
2020
Q4 | $32.4M | Sell |
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|
2020
Q3 | $27.5M | Buy |
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|
2020
Q2 | $26.9M | Sell |
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|
2020
Q1 | $24.9M | Sell |
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|
2019
Q4 | $36M | Buy |
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