Plante Moran Financial 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 | $311K | Sell |
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|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $331K | Buy |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $322K | Buy |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $195K | Sell |
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|
2020
Q3 | $179K | Sell |
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|
2020
Q2 | $197K | Hold |
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|
2020
Q1 | $179K | Sell |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $943K | Hold |
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|
2019
Q1 | $930K | Hold |
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|
2018
Q4 | $846K | Sell |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.11M | Hold |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $1.11M | Hold |
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|
2017
Q3 | $1.05M | Sell |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $1.23M | Buy |
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $1.12M | Sell |
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|
2016
Q1 | $1.17M | Hold |
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|
2015
Q4 | $1.08M | Hold |
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|
2015
Q3 | $1.04M | Hold |
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|
2015
Q2 | $1.08M | Sell |
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|
2015
Q1 | $1.14M | Buy |
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|
2014
Q4 | $769K | Hold |
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|
2014
Q3 | $716K | Hold |
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|
2014
Q2 | $746K | Hold |
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|
2014
Q1 | $711K | Sell |
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|
2013
Q4 | $702K | Sell |
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|
2013
Q3 | $801K | Buy |
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|
2013
Q2 | $191K | Buy |
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