ProVise Management Group’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 | $454K | Hold |
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|
2025
Q2 | $424K | Hold |
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|
2025
Q1 | $429K | Hold |
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|
2024
Q4 | $419K | Hold |
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|
2024
Q3 | $431K | Hold |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $367K | Sell |
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|
2023
Q2 | $403K | Hold |
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|
2023
Q1 | $417K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $408K | Hold |
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|
2022
Q2 | $448K | Hold |
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|
2022
Q1 | $487K | Hold |
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|
2021
Q4 | $466K | Sell |
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|
2021
Q3 | $437K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $250K | Sell |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $242K | Hold |
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|
2018
Q3 | $271K | Hold |
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|
2018
Q2 | $265 | Sell |
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|
2018
Q1 | $306K | Buy |
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|
2017
Q4 | $312K | Buy |
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|
2017
Q3 | $204K | Sell |
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|
2017
Q2 | $468K | Sell |
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|
2017
Q1 | $656K | Sell |
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|
2016
Q4 | $682K | Hold |
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|
2016
Q3 | $660K | Sell |
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|
2016
Q2 | $1.05M | Sell |
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|
2016
Q1 | $2.04M | Sell |
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|
2015
Q4 | $1.97M | Buy |
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|
2015
Q3 | $1.43M | Sell |
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|
2015
Q2 | $1.48M | Sell |
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|
2015
Q1 | $1.54M | Buy |
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|
2014
Q4 | $1.56M | Sell |
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|
2014
Q3 | $1.46M | Sell |
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|
2014
Q2 | $1.53M | Sell |
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|
2014
Q1 | $1.46M | Sell |
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|
2013
Q4 | $2.61M | Buy |
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|
2013
Q3 | $1.81M | Sell |
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|
2013
Q2 | $1.76M | Buy |
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