RIA
Regal Investment Advisors’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
11,443
-44
| -0.4% | -$5.84K | 0.11% | 184 |
|
|
2025
Q1 | $1.54M | Sell |
11,487
-330
| -3% | -$44.3K | 0.12% | 170 |
|
|
2024
Q4 | $1.55M | Buy |
11,817
+621
| +6% | +$81.5K | 0.12% | 187 |
|
|
2024
Q3 | $1.51M | Sell |
11,196
-658
| -6% | -$88.9K | 0.11% | 202 |
|
|
2024
Q2 | $1.43M | Sell |
11,854
-927
| -7% | -$112K | 0.09% | 212 |
|
|
2024
Q1 | $1.57M | Sell |
12,781
-1,251
| -9% | -$154K | 0.11% | 199 |
|
|
2023
Q4 | $1.64M | Sell |
14,032
-388
| -3% | -$45.5K | 0.12% | 176 |
|
|
2023
Q3 | $1.55M | Buy |
14,420
+156
| +1% | +$16.8K | 0.13% | 167 |
|
|
2023
Q2 | $1.62M | Sell |
14,264
-145
| -1% | -$16.4K | 0.14% | 160 |
|
|
2023
Q1 | $1.69M | Sell |
14,409
-898
| -6% | -$105K | 0.15% | 154 |
|
|
2022
Q4 | $1.85M | Sell |
15,307
-1,110
| -7% | -$134K | 0.18% | 131 |
|
|
2022
Q3 | $1.76M | Buy |
16,417
+2,441
| +17% | +$262K | 0.19% | 125 |
|
|
2022
Q2 | $1.65M | Buy |
13,976
+11
| +0.1% | +$1.3K | 0.17% | 131 |
|
|
2022
Q1 | $1.79M | Sell |
13,965
-135
| -1% | -$17.3K | 0.16% | 134 |
|
|
2021
Q4 | $1.73M | Buy |
14,100
+578
| +4% | +$70.9K | 0.15% | 141 |
|
|
2021
Q3 | $1.55M | Buy |
13,522
+597
| +5% | +$68.5K | 0.15% | 146 |
|
|
2021
Q2 | $1.51M | Buy |
+12,925
| New | +$1.51M | 0.15% | 147 |
|
|
2021
Q1 | – | Sell |
-12,913
| Closed | -$1.24M | – | 120 |
|
|
2020
Q4 | $1.24M | Buy |
+12,913
| New | +$1.24M | 0.14% | 154 |
|
|
2020
Q3 | – | Sell |
-11,024
| Closed | -$890K | – | 46 |
|
|
2020
Q2 | $890K | Buy |
+11,024
| New | +$890K | 0.16% | 129 |
|
|
2020
Q1 | – | Sell |
-8,634
| Closed | -$912K | – | 86 |
|
|
2019
Q4 | $912K | Buy |
8,634
+611
| +8% | +$64.5K | 0.16% | 136 |
|
|
2019
Q3 | $818K | Buy |
8,023
+136
| +2% | +$13.9K | 0.16% | 147 |
|
|
2019
Q2 | $785K | Sell |
7,887
-940
| -11% | -$93.6K | 0.15% | 148 |
|
|
2019
Q1 | $867K | Sell |
8,827
-1,094
| -11% | -$107K | 0.18% | 136 |
|
|
2018
Q4 | $886K | Buy |
9,921
+1,142
| +13% | +$102K | 0.19% | 138 |
|
|
2018
Q3 | $876K | Sell |
8,779
-1,320
| -13% | -$132K | 0.18% | 139 |
|
|
2018
Q2 | $987K | Sell |
10,099
-2,952
| -23% | -$289K | 0.3% | 107 |
|
|
2018
Q1 | $1.24M | Sell |
13,051
-578
| -4% | -$55K | 0.27% | 110 |
|
|
2017
Q4 | $1.34M | Sell |
13,629
-2,897
| -18% | -$285K | 0.3% | 102 |
|
|
2017
Q3 | $1.55M | Sell |
16,526
-1,893
| -10% | -$177K | 0.36% | 92 |
|
|
2017
Q2 | $1.7M | Sell |
18,419
-69
| -0.4% | -$6.36K | 0.42% | 87 |
|
|
2017
Q1 | $1.68M | Buy |
18,488
+8,949
| +94% | +$815K | 0.44% | 78 |
|
|
2016
Q4 | $845K | Buy |
9,539
+569
| +6% | +$50.4K | 0.23% | 120 |
|
|
2016
Q3 | $769K | Buy |
8,970
+967
| +12% | +$82.9K | 0.22% | 120 |
|
|
2016
Q2 | $683K | Buy |
8,003
+179
| +2% | +$15.3K | 0.19% | 133 |
|
|
2016
Q1 | $639K | Sell |
7,824
-875
| -10% | -$71.5K | 0.17% | 131 |
|
|
2015
Q4 | $653K | Buy |
8,699
+6
| +0.1% | +$450 | 0.17% | 132 |
|
|
2015
Q3 | $632K | Sell |
8,693
-305
| -3% | -$22.2K | 0.16% | 135 |
|
|
2015
Q2 | $676K | Sell |
8,998
-424
| -5% | -$31.9K | 0.18% | 127 |
|
|
2015
Q1 | $734K | Sell |
9,422
-1,277
| -12% | -$99.5K | 0.18% | 129 |
|
|
2014
Q4 | $850K | Sell |
10,699
-3,877
| -27% | -$308K | 0.23% | 111 |
|
|
2014
Q3 | $1.08M | Buy |
14,576
+10
| +0.1% | +$739 | 0.33% | 86 |
|
|
2014
Q2 | $1.12M | Sell |
14,566
-460
| -3% | -$35.4K | 0.4% | 79 |
|
|
2014
Q1 | $1.1M | Sell |
15,026
-1,294
| -8% | -$94.9K | 0.47% | 73 |
|
|
2013
Q4 | $1.16M | Sell |
16,320
-1,491
| -8% | -$106K | 0.67% | 63 |
|
|
2013
Q3 | $1.18M | Buy |
17,811
+3,277
| +23% | +$217K | 0.69% | 46 |
|
|
2013
Q2 | $938K | Buy |
+14,534
| New | +$938K | 0.52% | 66 |
|