Northeast Financial Consultants’s iShares Select Dividend ETF DVY Stock Holding History

Northeast Financial Consultants’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$685K	Hold
2025 Q1	$693K	Hold
2024 Q4	$677K	Hold
2024 Q3	$697K	Hold
2024 Q2	$624K	Hold
2024 Q1	$636K	Hold
2023 Q4	$605K	Hold
2023 Q3	$555K	Hold
2023 Q2	$585K	Hold
2023 Q1	$605K	Hold
2022 Q4	$622K	Hold
2022 Q3	$553K	Hold
2022 Q2	$607K	Sell
2022 Q1	$712K	Hold
2021 Q4	$682K	Hold
2021 Q3	$638K	Hold
2021 Q2	$648K	Hold
2021 Q1	$634K	Hold
2020 Q4	$535K	Hold
2020 Q3	$453K	Hold
2020 Q2	$449K	Hold
2020 Q1	$409K	Hold
2019 Q4	$587K	Hold
2019 Q3	$567K	Hold
2019 Q2	$554K	Hold
2019 Q1	$546K	Buy
2018 Q4	–	Sell
2018 Q3	$409K	Sell
2018 Q2	$478K	Hold
2018 Q1	$466K	Hold
2017 Q4	$482K	Hold
2017 Q3	$459K	Hold
2017 Q2	$452K	Hold
2017 Q1	$446K	Hold
2016 Q4	$434K	Hold
2016 Q3	$420K	Hold
2016 Q2	$418K	Hold
2016 Q1	$400K	Hold
2015 Q4	$368K	Hold
2015 Q3	$356K	Hold
2015 Q2	$368K	Hold
2015 Q1	$382K	Hold
2014 Q4	$389K	Hold
2014 Q3	$362K	Hold
2014 Q2	$377K	Hold
2014 Q1	$359K	Hold
2013 Q4	$350K	Buy