Meridian 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 | $1.56M | Buy |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $969K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $988K | Buy |
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|
2020
Q4 | $821K | Buy |
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|
2020
Q3 | $684K | Buy |
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|
2020
Q2 | $656K | Buy |
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|
2020
Q1 | $592K | Buy |
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|
2019
Q4 | $812K | Sell |
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|
2019
Q3 | $786K | Sell |
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|
2019
Q2 | $7.84K | Buy |
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|
2019
Q1 | $771K | Sell |
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|
2018
Q4 | $707K | Buy |
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|
2018
Q3 | $471K | Sell |
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|
2018
Q2 | $827K | Buy |
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|
2018
Q1 | $742K | Sell |
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|
2017
Q4 | $817K | Buy |
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|
2017
Q3 | $750K | Buy |
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|
2017
Q2 | $736K | Sell |
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|
2017
Q1 | $729K | Buy |
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|
2016
Q4 | $446K | Buy |
|