Mascoma Wealth 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 | $659K | Buy |
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|
2025
Q2 | $615K | Sell |
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|
2025
Q1 | $861K | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.57M | Sell |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $3.18M | Sell |
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|
2023
Q3 | $4.81M | Sell |
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|
2023
Q2 | $5.35M | Sell |
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|
2023
Q1 | $16.4M | Sell |
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|
2022
Q4 | $17.7M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $11M | Buy |
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|
2022
Q1 | $3.71M | Buy |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $962K | Buy |
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|
2019
Q3 | $981K | Sell |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | $919K | Buy |
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|
2018
Q4 | $799K | Buy |
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|
2018
Q3 | $868K | Buy |
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|
2018
Q2 | $183K | Sell |
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|
2018
Q1 | $294K | Sell |
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|
2017
Q4 | $404K | Buy |
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|
2017
Q3 | $294K | Sell |
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|
2017
Q2 | $670K | Buy |
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $291K | Buy |
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