Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $674K | Buy |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $492K | Hold |
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|
2023
Q2 | $518K | Sell |
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|
2023
Q1 | $658K | Hold |
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|
2022
Q4 | $678K | Sell |
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|
2022
Q3 | $773K | Buy |
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|
2022
Q2 | $617K | Sell |
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|
2022
Q1 | $801K | Sell |
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|
2021
Q4 | $767K | Sell |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $613K | Sell |
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|
2021
Q1 | $714K | Buy |
|