MSH Capital Advisors’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 | $1.88M | Buy |
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|
2025
Q2 | $1.7M | Sell |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $747K | Buy |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $237K | Buy |
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