R.M. Davis Inc’s iShares Select Dividend ETF DVY Stock Holding History

R.M. Davis Inc’s Portfolio DVY Stock Details DVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$425K	Buy
2025 Q3	–	Sell
2025 Q2	$382K	Buy
2025 Q1	$361K	Sell
2024 Q4	$378K	Sell
2024 Q3	$405K	Hold
2024 Q2	$363K	Sell
2024 Q1	$389K	Buy
2023 Q4	$353K	Buy
2023 Q3	$311K	Sell
2023 Q2	$332K	Buy