Patriot Financial Group Insurance Agency’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 | $381K | Buy |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $104K | Buy |
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|
2022
Q1 | $104K | Buy |
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|
2021
Q4 | $94K | Sell |
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|
2021
Q3 | $117K | Buy |
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|
2021
Q2 | $118K | Buy |
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|
2021
Q1 | $116K | Sell |
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|
2020
Q4 | $112K | Buy |
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|
2020
Q3 | $93K | Buy |
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|
2020
Q2 | $92K | Sell |
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|
2020
Q1 | $88K | Sell |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q4 | $168K | Sell |
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|
2018
Q3 | $216K | Sell |
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|
2018
Q2 | $250K | Sell |
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|
2018
Q1 | $344K | Buy |
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|
2017
Q4 | $276K | Sell |
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|
2017
Q3 | $285K | Buy |
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|
2017
Q2 | $276K | Sell |
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|
2017
Q1 | $4.67M | Buy |
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|
2016
Q4 | $2.29M | Buy |
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