KFG 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
Q3 | $600K | Sell |
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|
2025
Q2 | $570K | Sell |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $715K | Hold |
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|
2024
Q2 | $641K | Sell |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $575K | Hold |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | $606K | Buy |
|