Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.75M | Hold |
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|
2021
Q4 | $1.68M | Hold |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $825K | Hold |
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|
2021
Q1 | $808K | Hold |
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|
2020
Q4 | $681K | Hold |
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|
2020
Q3 | $577K | Hold |
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|
2020
Q2 | $571K | Hold |
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|
2020
Q1 | $521K | Hold |
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|
2019
Q4 | $748K | Hold |
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|
2019
Q3 | $722K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $207K | Buy |
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