Keystone Wealth Services’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 | $658K | Sell |
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|
2025
Q2 | $626K | Buy |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $629K | Buy |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $573K | Sell |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $536K | Sell |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $600K | Buy |
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|
2022
Q3 | $458K | Hold |
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|
2022
Q2 | $502K | Buy |
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|
2022
Q1 | $467K | Hold |
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|
2021
Q4 | $447K | Buy |
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