Peak Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $505K | Buy |
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|
2025
Q4 | $468K | Buy |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q2 | $395K | Buy |
|
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $675K | Sell |
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|
2023
Q1 | $706K | Buy |
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|
2022
Q4 | $727K | Buy |
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|
2022
Q3 | $636K | Sell |
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|
2022
Q2 | $704K | Buy |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $690K | Buy |
|