Keudell/Morrison 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 | $1.09M | Buy |
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|
2025
Q1 | $1.09M | Hold |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $987K | Hold |
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|
2024
Q1 | $1M | Hold |
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|
2023
Q4 | $956K | Hold |
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|
2023
Q3 | $878K | Hold |
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|
2023
Q2 | $924K | Hold |
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|
2023
Q1 | $956K | Sell |
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|
2022
Q4 | $1M | Hold |
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|
2022
Q3 | $889K | Hold |
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|
2022
Q2 | $976K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $996K | Buy |
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|
2021
Q3 | $909K | Buy |
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|
2021
Q2 | $910K | Buy |
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|
2021
Q1 | $756K | Sell |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | $338K | Hold |
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|
2020
Q2 | $335K | Buy |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $269K | Buy |
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|
2019
Q3 | $219K | Buy |
|