LexAurum 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
Q3 | $565K | Buy |
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|
2025
Q2 | $528K | Sell |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $543K | Sell |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $510K | Hold |
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|
2022
Q2 | $560K | Sell |
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|
2022
Q1 | $629K | Sell |
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|
2021
Q4 | $603K | Hold |
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|
2021
Q3 | $564K | Hold |
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|
2021
Q2 | $573K | Hold |
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|
2021
Q1 | $561K | Hold |
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|
2020
Q4 | $473K | Hold |
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|
2020
Q3 | $401K | Sell |
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|
2020
Q2 | $452K | Sell |
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|
2020
Q1 | $417K | Buy |
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|
2019
Q4 | $592K | Hold |
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|
2019
Q3 | $571K | Hold |
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|
2019
Q2 | $558K | Sell |
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|
2019
Q1 | $616K | Buy |
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|
2018
Q4 | $547K | Hold |
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|
2018
Q3 | $611K | Hold |
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|
2018
Q2 | $599K | Buy |
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|
2018
Q1 | $578K | Sell |
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|
2017
Q4 | $700K | Buy |
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