Pacific Sun Financial’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 | $340K | Hold |
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|
2025
Q2 | $318K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $314K | Hold |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $297K | Hold |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $298K | Buy |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $308K | Hold |
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|
2021
Q3 | $288K | Buy |
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|
2020
Q3 | $219K | Sell |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $212K | Hold |
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|
2019
Q3 | $205K | Buy |
|