Marco Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $793K | Hold |
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|
2025
Q2 | $741K | Hold |
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|
2025
Q1 | $749K | Buy |
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|
2024
Q4 | $730K | Buy |
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|
2024
Q3 | $748K | Sell |
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|
2024
Q2 | $698K | Sell |
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|
2024
Q1 | $713K | Hold |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $670K | Buy |
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|
2023
Q1 | $649K | Hold |
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|
2022
Q4 | $668K | Hold |
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|
2022
Q3 | $594K | Hold |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $330K | Hold |
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|
2021
Q1 | $323K | Hold |
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|
2020
Q4 | $272K | Hold |
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|
2020
Q3 | $231K | Hold |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $227K | Buy |
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|
2019
Q4 | $324K | Hold |
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|
2019
Q3 | $312K | Hold |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $301K | Sell |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $409K | Hold |
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|
2018
Q2 | $400K | Sell |
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|
2018
Q1 | $411K | Buy |
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|
2017
Q4 | $375K | Buy |
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|
2017
Q3 | $310K | Buy |
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|
2017
Q2 | $296K | Hold |
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|
2017
Q1 | $292K | Buy |
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|
2016
Q4 | $256K | Buy |
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|
2016
Q3 | $204K | Hold |
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|
2016
Q2 | $203K | Buy |
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