Leavell Investment 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 | $547K | Sell |
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|
2025
Q2 | $697K | Hold |
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|
2025
Q1 | $705K | Hold |
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|
2024
Q4 | $689K | Hold |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $443K | Hold |
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|
2023
Q4 | $422K | Hold |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $548K | Hold |
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|
2022
Q4 | $564K | Hold |
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|
2022
Q3 | $501K | Hold |
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|
2022
Q2 | $550K | Buy |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $719K | Buy |
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|
2021
Q2 | $715K | Hold |
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|
2021
Q1 | $715K | Buy |
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|
2020
Q4 | $593K | Hold |
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|
2020
Q3 | $503K | Hold |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $502K | Sell |
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|
2019
Q4 | $781K | Buy |
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|
2019
Q3 | $721K | Hold |
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|
2019
Q2 | $704K | Hold |
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|
2019
Q1 | $695K | Hold |
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|
2018
Q4 | $632K | Sell |
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|
2018
Q3 | $747K | Hold |
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|
2018
Q2 | $732K | Sell |
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|
2018
Q1 | $782K | Buy |
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|
2017
Q4 | $545K | Sell |
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|
2017
Q3 | $562K | Hold |
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|
2017
Q2 | $553K | Sell |
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|
2017
Q1 | $551K | Sell |
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|
2016
Q4 | $596K | Buy |
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|
2016
Q3 | $551K | Hold |
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|
2016
Q2 | $548K | Sell |
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|
2016
Q1 | $541K | Buy |
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|
2015
Q4 | $468K | Hold |
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|
2015
Q3 | $453K | Hold |
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|
2015
Q2 | $468K | Sell |
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|
2015
Q1 | $566K | Buy |
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|
2014
Q4 | $556K | Buy |
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|
2014
Q3 | $517K | Sell |
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|
2014
Q2 | $560K | Sell |
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|
2014
Q1 | $606K | Hold |
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|
2013
Q4 | $590K | Buy |
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|
2013
Q3 | $415K | Hold |
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|
2013
Q2 | $400K | Buy |
|