Legacy Advisors’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 | – | Sell |
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|
2025
Q1 | $258K | Hold |
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|
2024
Q4 | $253K | Hold |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $274K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $142K | Sell |
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|
2019
Q1 | $148K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $143K | Sell |
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|
2018
Q2 | $168K | Buy |
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|
2018
Q1 | $136K | Buy |
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|
2017
Q4 | $32K | Hold |
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|
2017
Q3 | $30K | Hold |
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|
2017
Q2 | $29K | Hold |
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|
2017
Q1 | $29K | Hold |
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|
2016
Q4 | $28K | Buy |
|