Lee Financial’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 | $7.52M | Sell |
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|
2025
Q1 | $7.75M | Sell |
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|
2024
Q4 | $8.11M | Sell |
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|
2024
Q3 | $8.65M | Sell |
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|
2024
Q2 | $10.8M | Sell |
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|
2024
Q1 | $12.9M | Sell |
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|
2023
Q4 | $13.3M | Sell |
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|
2023
Q3 | $12.6M | Sell |
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|
2023
Q2 | $13.3M | Sell |
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|
2023
Q1 | $14.2M | Buy |
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|
2022
Q4 | $14M | Buy |
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|
2022
Q3 | $12.4M | Sell |
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|
2022
Q2 | $13.6M | Sell |
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|
2022
Q1 | $15.6M | Sell |
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|
2021
Q4 | $15.1M | Buy |
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|
2021
Q3 | $14M | Buy |
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|
2021
Q2 | $13.9M | Buy |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $10.6M | Sell |
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|
2020
Q3 | $9.16M | Buy |
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|
2020
Q2 | $8.85M | Buy |
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|
2020
Q1 | $6.65M | Buy |
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|
2019
Q4 | $8.53M | Sell |
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|
2019
Q3 | $8.43M | Sell |
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|
2019
Q2 | $8.44M | Buy |
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|
2019
Q1 | $8.31M | Sell |
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|
2018
Q4 | $8.18M | Buy |
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|
2018
Q3 | $8.81M | Sell |
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|
2018
Q2 | $8.81M | Sell |
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|
2018
Q1 | $8.82M | Sell |
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|
2017
Q4 | $9.19M | Sell |
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|
2017
Q3 | $8.77M | Buy |
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|
2017
Q2 | $7.78M | Sell |
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|
2017
Q1 | $7.9M | Buy |
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|
2016
Q4 | $7.66M | Buy |
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