MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $8.4M | Sell |
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|
2022
Q4 | $18.4M | Buy |
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|
2022
Q3 | $14.4M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.05M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $133K | Hold |
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|
2018
Q2 | $130K | Sell |
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|
2018
Q1 | $177K | Sell |
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|
2017
Q4 | $186K | Hold |
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|
2017
Q3 | $177K | Hold |
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|
2017
Q2 | $174K | Sell |
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|
2017
Q1 | $177K | Hold |
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|
2016
Q4 | $172K | Hold |
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|
2016
Q3 | $167K | Hold |
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|
2016
Q2 | $166K | Hold |
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|
2016
Q1 | $159K | Hold |
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|
2015
Q4 | $153K | Buy |
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