Pinnacle Family 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
Q2 | $3.39M | Buy |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $2.09M | Buy |
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|
2024
Q2 | $679K | Sell |
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|
2024
Q1 | $692K | Buy |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $528K | Buy |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $554K | Sell |
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|
2022
Q4 | $2.81M | Buy |
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|
2022
Q3 | $723K | Buy |
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|
2022
Q2 | $679K | Sell |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $814K | Buy |
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|
2021
Q3 | $757K | Sell |
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|
2021
Q2 | $802K | Buy |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $970K | Buy |
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|
2020
Q3 | $656K | Buy |
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|
2020
Q2 | $298K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.38M | Buy |
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|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1.26M | Sell |
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|
2018
Q4 | $1.84M | Buy |
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|
2018
Q3 | $1.74M | Buy |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $1.58M | Buy |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $1.27M | Buy |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.91M | Buy |
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