New England Private Wealth 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 | $713K | Buy |
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|
2025
Q2 | $677K | Buy |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $637K | Sell |
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|
2023
Q4 | $781K | Sell |
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|
2023
Q3 | $2.33M | Sell |
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|
2023
Q2 | $3.96M | Sell |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $10.1M | Buy |
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|
2022
Q3 | $5.08M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $238K | Buy |
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|
2017
Q4 | $245K | Buy |
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