Lido 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 | $16M | Buy |
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|
2025
Q2 | $14.2M | Buy |
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|
2025
Q1 | $11.8M | Sell |
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|
2024
Q4 | $11.6M | Buy |
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|
2024
Q3 | $9.13M | Sell |
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|
2024
Q2 | $8.54M | Buy |
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|
2024
Q1 | $8.39M | Sell |
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|
2023
Q4 | $8.25M | Sell |
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|
2023
Q3 | $7.9M | Buy |
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|
2023
Q2 | $7.05M | Buy |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $859K | Sell |
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|
2020
Q3 | $753K | Buy |
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|
2020
Q2 | $672K | Buy |
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|
2020
Q1 | $609K | Hold |
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|
2019
Q4 | $874K | Buy |
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|
2019
Q3 | $827K | Sell |
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|
2019
Q2 | $808K | Sell |
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|
2019
Q1 | $809K | Buy |
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|
2018
Q4 | $716K | Buy |
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|
2018
Q3 | $778K | Sell |
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|
2018
Q2 | $985K | Buy |
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|
2018
Q1 | $714K | Hold |
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|
2017
Q4 | $740K | Hold |
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|
2017
Q3 | $711K | Hold |
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|
2017
Q2 | $693K | Sell |
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|
2017
Q1 | $688K | Buy |
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|
2016
Q4 | $665K | Buy |
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|
2016
Q3 | $628K | Buy |
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|
2016
Q2 | $475K | Sell |
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|
2016
Q1 | $1.12M | Buy |
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