My Personal CFO LLC’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 | – | Sell |
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|
2025
Q2 | $2.91M | Buy |
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2025
Q1 | $2.93M | Buy |
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|
2024
Q4 | $2.86M | Buy |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $2.4M | Sell |
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2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.53M | Buy |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.48M | Buy |
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|
2022
Q3 | $2.03M | Sell |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.25M | Buy |
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