Pathstone Family Office’s iShares Select Dividend ETF DVY Stock Holding History

Pathstone Family Office’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
2023 Q3	$8.23M	Buy
2019 Q3	–	Sell
2019 Q2	$30K	Buy
2019 Q1	$29K	Buy
2018 Q4	$26K	Buy
2017 Q3	–	Sell
2017 Q2	$0	Hold
2017 Q1	$0	Buy
2013 Q4	–	Sell
2013 Q3	$6K	Sell
2013 Q2	$22K	Buy