Realta Investment 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 | $574K | Sell |
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|
2025
Q2 | $538K | Buy |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $540K | Buy |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $597K | Sell |
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|
2024
Q1 | $671K | Sell |
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|
2023
Q4 | $739K | Sell |
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|
2023
Q3 | $751K | Hold |
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|
2023
Q2 | $751K | Buy |
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|
2023
Q1 | $588K | Buy |
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|
2022
Q4 | $552K | Buy |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $467K | Sell |
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|
2022
Q1 | $508K | Sell |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $422K | Sell |
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|
2021
Q1 | $419K | Buy |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q3 | $198K | Buy |
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|
2019
Q2 | $110K | Sell |
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|
2019
Q1 | $118K | Buy |
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