Perennial Investment Advisors’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 | $278K | Sell |
|
|||||
|
2025
Q2 | $266K | Buy |
|
|||||
|
2025
Q1 | $215K | Sell |
|
|||||
|
2024
Q4 | $382K | Buy |
|
|||||
|
2024
Q3 | $243K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $329K | Hold |
|
|||||
|
2022
Q2 | $360K | Hold |
|
|||||
|
2022
Q1 | $392K | Hold |
|
|||||
|
2021
Q4 | $377K | Buy |
|
|||||
|
2021
Q3 | $321K | Buy |
|
|||||
|
2021
Q2 | $226K | Buy |
|