Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $976K | Buy |
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|
2021
Q2 | $975K | Sell |
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|
2021
Q1 | $956K | Buy |
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|
2020
Q4 | $625K | Buy |
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|
2020
Q3 | $314K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $323K | Hold |
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|
2015
Q4 | $298K | Sell |
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|
2015
Q3 | $306K | Sell |
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|
2015
Q2 | $479K | Sell |
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|
2015
Q1 | $528K | Sell |
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|
2014
Q4 | $777K | Buy |
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