MassMutual Private Wealth & Trust’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  | $750K | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q2  | $343K | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $286K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $427K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $439K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $400K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $440K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $702K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $448K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $485K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $517K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $598K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $545K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $598K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $680K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $793K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $742K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $667K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $648K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $867K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $197K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $255K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $594K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $609K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $436K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $323K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $346K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $564K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $326K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $324K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $321K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $383K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $327K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $315K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $311K | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $404K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $284K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $178K | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q4  | $213K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q3  | $78.7K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $74.3K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $59.6K | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | $68.8K | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q3  | $78.7K | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q2  | $58.9K | Buy | 
         |