Neumann Capital Management’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 | $543K | Hold |
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|
2025
Q2 | $507K | Hold |
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|
2025
Q1 | $513K | Hold |
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $545K | Hold |
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|
2024
Q2 | $489K | Hold |
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|
2024
Q1 | $497K | Hold |
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|
2023
Q4 | $473K | Hold |
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|
2023
Q3 | $435K | Hold |
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|
2023
Q2 | $458K | Hold |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $547K | Sell |
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|
2022
Q3 | $487K | Sell |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $642K | Sell |
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|
2021
Q3 | $647K | Hold |
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|
2021
Q2 | $658K | Hold |
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|
2021
Q1 | $643K | Hold |
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|
2020
Q4 | $542K | Hold |
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|
2020
Q3 | $460K | Hold |
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|
2020
Q2 | $455K | Hold |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $659K | Hold |
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|
2019
Q3 | $636K | Hold |
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|
2019
Q2 | $621K | Hold |
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|
2019
Q1 | $612K | Hold |
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|
2018
Q4 | $557K | Sell |
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|
2018
Q3 | $637K | Hold |
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|
2018
Q2 | $624K | Buy |
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|
2018
Q1 | $590K | Hold |
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|
2017
Q4 | $611K | Hold |
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|
2017
Q3 | $581K | Hold |
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|
2017
Q2 | $572K | Hold |
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|
2017
Q1 | $565K | Hold |
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|
2016
Q4 | $549K | Hold |
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|
2016
Q3 | $531K | Hold |
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|
2016
Q2 | $529K | Hold |
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|
2016
Q1 | $506K | Hold |
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|
2015
Q4 | $466K | Hold |
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|
2015
Q3 | $451K | Hold |
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|
2015
Q2 | $466K | Hold |
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|
2015
Q1 | $483K | Hold |
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|
2014
Q4 | $492K | Buy |
|