Mitchell McLeod Pugh & Williams’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 | $243K | Hold |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $208K | Hold |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $209K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $248K | Hold |
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|
2019
Q2 | $243K | Buy |
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