Orion 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 | $303K | Hold |
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|
2025
Q2 | $283K | Sell |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $432K | Hold |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $445K | Hold |
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|
2022
Q1 | $485K | Hold |
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|
2021
Q4 | $464K | Sell |
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|
2021
Q3 | $501K | Hold |
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|
2021
Q2 | $510K | Hold |
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|
2021
Q1 | $499K | Hold |
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|
2020
Q4 | $420K | Buy |
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