Oxford Financial Group’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 | $45.9K | Hold |
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|
2025
Q2 | $42.9K | Hold |
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|
2025
Q1 | $43.4K | Sell |
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|
2024
Q4 | $570K | Hold |
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|
2024
Q3 | $586K | Hold |
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|
2024
Q2 | $525K | Hold |
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|
2024
Q1 | $534K | Hold |
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|
2023
Q4 | $509K | Hold |
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|
2023
Q3 | $467K | Hold |
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|
2023
Q2 | $491K | Hold |
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|
2023
Q1 | $508K | Hold |
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|
2022
Q4 | $523K | Hold |
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|
2022
Q3 | $465K | Hold |
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|
2022
Q2 | $510K | Buy |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $38K | Sell |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $35K | Buy |
|