Laurel Wealth Advisors (North Carolina)’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 | $14.3M | Buy |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $1.89M | Hold |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.74M | Hold |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.52M | Hold |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1.65M | Hold |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $57K | Hold |
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|
2021
Q3 | $53K | Sell |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | $105K | Hold |
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|
2020
Q4 | $89K | Hold |
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|
2020
Q3 | $75K | Buy |
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|
2020
Q2 | $74K | Sell |
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|
2020
Q1 | $71K | Buy |
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|
2019
Q4 | $99K | Hold |
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|
2019
Q3 | $95K | Hold |
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|
2019
Q2 | $93K | Buy |
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|
2019
Q1 | $92K | Buy |
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|
2018
Q4 | $81K | Buy |
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