Klingman & Associates’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 | $4.59M | Sell |
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|
2025
Q2 | $4.34M | Buy |
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|
2025
Q1 | $4.39M | Hold |
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|
2024
Q4 | $4.29M | Hold |
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|
2024
Q3 | $4.41M | Hold |
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|
2024
Q2 | $3.95M | Hold |
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|
2024
Q1 | $4.02M | Hold |
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|
2023
Q4 | $3.83M | Hold |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $5.65M | Buy |
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|
2023
Q1 | $3.83M | Sell |
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|
2022
Q4 | $3.95M | Buy |
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|
2022
Q3 | $3.42M | Hold |
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|
2022
Q2 | $3.75M | Hold |
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|
2022
Q1 | $4.09M | Buy |
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|
2021
Q4 | $3.91M | Hold |
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|
2021
Q3 | $3.66M | Sell |
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|
2021
Q2 | $3.74M | Sell |
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|
2021
Q1 | $3.74M | Sell |
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|
2020
Q4 | $3.34M | Sell |
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|
2020
Q3 | $2.95M | Sell |
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|
2020
Q2 | $2.99M | Sell |
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|
2020
Q1 | $2.98M | Sell |
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|
2019
Q4 | $4.42M | Sell |
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|
2019
Q3 | $4.35M | Sell |
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|
2019
Q2 | $4.25M | Hold |
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|
2019
Q1 | $4.19M | Hold |
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|
2018
Q4 | $3.82M | Sell |
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|
2018
Q3 | $4.29M | Hold |
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|
2018
Q2 | $4.21M | Sell |
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|
2018
Q1 | $4.14M | Sell |
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|
2017
Q4 | $4.32M | Buy |
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|
2017
Q3 | $4.08M | Hold |
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|
2017
Q2 | $4.02M | Sell |
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|
2017
Q1 | $4.31M | Hold |
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|
2016
Q4 | $4.19M | Sell |
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|
2016
Q3 | $4.08M | Sell |
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|
2016
Q2 | $4.09M | Sell |
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|
2016
Q1 | $3.95M | Buy |
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|
2015
Q4 | $3.62M | Buy |
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|
2015
Q3 | $3.5M | Hold |
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|
2015
Q2 | $3.61M | Hold |
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|
2015
Q1 | $3.75M | Hold |
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|
2014
Q4 | $3.82M | Buy |
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