Lee, Danner & Bass’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 | $443K | Buy |
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|
2025
Q2 | $391K | Sell |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $448K | Buy |
|
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $397K | Buy |
|
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $471K | Buy |
|
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $444K | Sell |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $445K | Sell |
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|
2021
Q1 | $437K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Sell |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $405K | Sell |
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|
2019
Q1 | $410K | Hold |
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|
2018
Q4 | $373K | Sell |
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|
2018
Q3 | $419K | Buy |
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|
2018
Q2 | $406K | Sell |
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|
2018
Q1 | $414K | Buy |
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|
2017
Q4 | $401K | Sell |
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|
2017
Q3 | $385K | Sell |
|
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|
2017
Q2 | $407K | Sell |
|
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|
2017
Q1 | $405K | Hold |
|
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|
2016
Q4 | $394K | Sell |
|
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|
2016
Q3 | $391K | Buy |
|
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|
2016
Q2 | $374K | Buy |
|
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|
2016
Q1 | $356K | Buy |
|
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|
2015
Q3 | – | Sell |
|
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|
2015
Q2 | $201K | Sell |
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|
2015
Q1 | $212K | Buy |
|
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|
2014
Q4 | – | Sell |
|
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|
2014
Q3 | $239K | Hold |
|
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|
2014
Q2 | $249K | Hold |
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|
2014
Q1 | $237K | Buy |
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|
2013
Q4 | $222K | Buy |
|