Regal 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
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $1.85M | Sell |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $890K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $912K | Buy |
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|
2019
Q3 | $818K | Buy |
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|
2019
Q2 | $785K | Sell |
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|
2019
Q1 | $867K | Sell |
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|
2018
Q4 | $886K | Buy |
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|
2018
Q3 | $876K | Sell |
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|
2018
Q2 | $987K | Sell |
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|
2018
Q1 | $1.24M | Sell |
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|
2017
Q4 | $1.34M | Sell |
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|
2017
Q3 | $1.55M | Sell |
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|
2017
Q2 | $1.7M | Sell |
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|
2017
Q1 | $1.68M | Buy |
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|
2016
Q4 | $845K | Buy |
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|
2016
Q3 | $769K | Buy |
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|
2016
Q2 | $683K | Buy |
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|
2016
Q1 | $639K | Sell |
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|
2015
Q4 | $653K | Buy |
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|
2015
Q3 | $632K | Sell |
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|
2015
Q2 | $676K | Sell |
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|
2015
Q1 | $734K | Sell |
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|
2014
Q4 | $850K | Sell |
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|
2014
Q3 | $1.08M | Buy |
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|
2014
Q2 | $1.12M | Sell |
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|
2014
Q1 | $1.1M | Sell |
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|
2013
Q4 | $1.16M | Sell |
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|
2013
Q3 | $1.18M | Buy |
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|
2013
Q2 | $938K | Buy |
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