Mattern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $212K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $299K | Hold |
|
|||||
|
2023
Q3 | $275K | Sell |
|
|||||
|
2023
Q2 | $376K | Sell |
|
|||||
|
2023
Q1 | $395K | Sell |
|
|||||
|
2022
Q4 | $491K | Sell |
|
|||||
|
2022
Q3 | $439K | Buy |
|
|||||
|
2022
Q2 | $458K | Buy |
|
|||||
|
2022
Q1 | $279K | Buy |
|
|||||
|
2021
Q4 | $230K | Hold |
|
|||||
|
2021
Q3 | $215K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $334K | Sell |
|
|||||
|
2019
Q4 | $608K | Buy |
|