Ratio Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $465K | Hold |
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|
2023
Q4 | $442K | Hold |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $428K | Buy |
|
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|
2022
Q4 | $455K | Hold |
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|
2022
Q3 | $405K | Hold |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $484K | Hold |
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|
2021
Q4 | $463K | Sell |
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|
2021
Q3 | $445K | Hold |
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|
2021
Q2 | $452K | Hold |
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|
2021
Q1 | $442K | Hold |
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|
2020
Q4 | $373K | Buy |
|