Palisade Asset 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 | $368K | Hold |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $348K | Sell |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $426K | Sell |
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $517K | Hold |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $572K | Hold |
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|
2022
Q4 | $589K | Hold |
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|
2022
Q3 | $523K | Hold |
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|
2022
Q2 | $574K | Hold |
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|
2022
Q1 | $625K | Hold |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $571K | Hold |
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|
2021
Q2 | $581K | Hold |
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|
2021
Q1 | $568K | Sell |
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|
2020
Q4 | $484K | Hold |
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|
2020
Q3 | $411K | Hold |
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|
2020
Q2 | $407K | Hold |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $541K | Sell |
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|
2019
Q3 | $562K | Hold |
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|
2019
Q2 | $549K | Hold |
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|
2019
Q1 | $542K | Hold |
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|
2018
Q4 | $493K | Hold |
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|
2018
Q3 | $550K | Sell |
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|
2018
Q2 | $543K | Buy |
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|
2018
Q1 | $519K | Sell |
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|
2017
Q4 | $544K | Buy |
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