M&R Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $42K | Buy |
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|
2024
Q2 | $2.42K | Hold |
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|
2024
Q1 | $2.46K | Sell |
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|
2023
Q4 | $173K | Hold |
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|
2023
Q3 | $159K | Sell |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $131K | Buy |
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|
2021
Q4 | $124K | Buy |
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|
2021
Q3 | $114K | Hold |
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|
2021
Q2 | $116K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $24K | Buy |
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|
2019
Q2 | $23K | Buy |
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|
2019
Q1 | $23K | Buy |
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|
2018
Q4 | $21K | Buy |
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|
2018
Q3 | $23K | Buy |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $21K | Buy |
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|
2017
Q4 | $22K | Buy |
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|
2017
Q3 | $20K | Hold |
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|
2017
Q2 | $20K | Buy |
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|
2017
Q1 | $20K | Hold |
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|
2016
Q4 | $19K | Buy |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $18K | Buy |
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