Moody Lynn & Lieberson’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 | $481K | Sell |
|
|||||
|
2025
Q2 | $478K | Hold |
|
|||||
|
2025
Q1 | $483K | Hold |
|
|||||
|
2024
Q4 | $473K | Hold |
|
|||||
|
2024
Q3 | $486K | Hold |
|
|||||
|
2024
Q2 | $436K | Hold |
|
|||||
|
2024
Q1 | $443K | Hold |
|
|||||
|
2023
Q4 | $422K | Hold |
|
|||||
|
2023
Q3 | $388K | Hold |
|
|||||
|
2023
Q2 | $408K | Hold |
|
|||||
|
2023
Q1 | $422K | Hold |
|
|||||
|
2022
Q4 | $434K | Hold |
|
|||||
|
2022
Q3 | $386K | Hold |
|
|||||
|
2022
Q2 | $424K | Hold |
|
|||||
|
2022
Q1 | $461K | Hold |
|
|||||
|
2021
Q4 | $441K | Hold |
|
|||||
|
2021
Q3 | $413K | Hold |
|
|||||
|
2021
Q2 | $420K | Hold |
|
|||||
|
2021
Q1 | $411K | Hold |
|
|||||
|
2020
Q4 | $346K | Hold |
|
|||||
|
2020
Q3 | $294K | Hold |
|
|||||
|
2020
Q2 | $291K | Hold |
|
|||||
|
2020
Q1 | $265 | Sell |
|
|||||
|
2019
Q4 | $387K | Hold |
|
|||||
|
2019
Q3 | $373K | Hold |
|
|||||
|
2019
Q2 | $364K | Sell |
|
|||||
|
2019
Q1 | $379K | Buy |
|
|||||
|
2018
Q4 | $327K | Hold |
|
|||||
|
2018
Q3 | $365K | Hold |
|
|||||
|
2018
Q2 | $358K | Hold |
|
|||||
|
2018
Q1 | $348K | Hold |
|
|||||
|
2017
Q4 | $368K | Hold |
|
|||||
|
2017
Q3 | $343K | Hold |
|
|||||
|
2017
Q2 | $337K | Sell |
|
|||||
|
2017
Q1 | $366K | Buy |
|