Morris Financial Concepts’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 | $56.4K | Hold |
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|
2025
Q2 | $52.7K | Sell |
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|
2025
Q1 | $53.4K | Sell |
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|
2024
Q4 | $56.9K | Hold |
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|
2024
Q3 | $58.6K | Sell |
|
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|
2024
Q2 | $53.4K | Sell |
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|
2024
Q1 | $55.9K | Sell |
|
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|
2023
Q4 | $55K | Sell |
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|
2023
Q3 | $50.6K | Sell |
|
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|
2023
Q2 | $53.5K | Sell |
|
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|
2023
Q1 | $56.1K | Sell |
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|
2022
Q4 | $58.8K | Hold |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $54K | Buy |
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