Linscomb Wealth’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 | $9.03M | Sell |
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|
2025
Q1 | $9.52M | Sell |
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|
2024
Q4 | $9.49M | Buy |
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|
2024
Q3 | $9.59M | Sell |
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|
2024
Q2 | $8.88M | Sell |
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|
2024
Q1 | $9.34M | Sell |
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|
2023
Q4 | $9.28M | Sell |
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|
2023
Q3 | $9.63M | Sell |
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|
2023
Q2 | $11M | Sell |
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|
2023
Q1 | $11.9M | Sell |
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|
2022
Q4 | $12.5M | Buy |
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|
2022
Q3 | $10.7M | Sell |
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|
2022
Q2 | $12M | Sell |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $13.2M | Sell |
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|
2021
Q3 | $12.6M | Sell |
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|
2021
Q2 | $13.3M | Sell |
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|
2021
Q1 | $14M | Sell |
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|
2020
Q4 | $11.9M | Sell |
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|
2020
Q3 | $10.6M | Sell |
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|
2020
Q2 | $10.6M | Sell |
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|
2020
Q1 | $9.85M | Buy |
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|
2019
Q4 | $14.1M | Sell |
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|
2019
Q3 | $13.9M | Buy |
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|
2019
Q2 | $13.5M | Sell |
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|
2019
Q1 | $13.4M | Sell |
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|
2018
Q4 | $12.4M | Sell |
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|
2018
Q3 | $14M | Sell |
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|
2018
Q2 | $13.8M | Sell |
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|
2018
Q1 | $13.7M | Sell |
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|
2017
Q4 | $16.1M | Sell |
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|
2017
Q3 | $17.5M | Sell |
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|
2017
Q2 | $17.8M | Sell |
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|
2017
Q1 | $18.4M | Sell |
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|
2016
Q4 | $18.2M | Sell |
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|
2016
Q3 | $18.2M | Sell |
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|
2016
Q2 | $18.5M | Sell |
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|
2016
Q1 | $18.6M | Sell |
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|
2015
Q4 | $17.5M | Sell |
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|
2015
Q3 | $17.5M | Sell |
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|
2015
Q2 | $19.4M | Sell |
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|
2015
Q1 | $21.1M | Sell |
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|
2014
Q4 | $23.3M | Sell |
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|
2014
Q3 | $24.9M | Sell |
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|
2014
Q2 | $32.5M | Sell |
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|
2014
Q1 | $35.8M | Sell |
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|
2013
Q4 | $35.2M | Sell |
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|
2013
Q3 | $33.2M | Buy |
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|
2013
Q2 | $31.1M | Buy |
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