Pinion 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
Q4 | $660K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $2.75M | Sell |
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|
2025
Q1 | $4.58M | Buy |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $921K | Buy |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $693K | Buy |
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | $422K | Buy |
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