NewSquare Capital’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 | $377K | Buy |
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|
2025
Q2 | – | Hold |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $147K | Sell |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $325K | Hold |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $302K | Hold |
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|
2020
Q4 | $255K | Sell |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $195K | Hold |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $270K | Hold |
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|
2019
Q2 | $264K | Hold |
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|
2019
Q1 | $260K | Hold |
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|
2018
Q4 | $237K | Hold |
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|
2018
Q3 | $264K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $708K | Sell |
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|
2015
Q1 | $750K | Buy |
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|
2014
Q4 | $736K | Sell |
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|
2014
Q3 | $725K | Sell |
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|
2014
Q2 | $810K | Sell |
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|
2014
Q1 | $837K | Buy |
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|
2013
Q4 | $21K | Buy |
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|
2013
Q3 | $18K | Buy |
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|
2013
Q2 | $8K | Buy |
|