Retirement Planning Group (Kansas)’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 | $807K | Sell |
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|
2025
Q1 | $884K | Sell |
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|
2024
Q4 | $888K | Sell |
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|
2024
Q3 | $924K | Sell |
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|
2024
Q2 | $964K | Sell |
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|
2024
Q1 | $4.93M | Sell |
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|
2023
Q4 | $4.7M | Sell |
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|
2023
Q3 | $4.32M | Hold |
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|
2023
Q2 | $4.54M | Hold |
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|
2023
Q1 | $4.7M | Sell |
|
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|
2022
Q4 | $4.84M | Hold |
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|
2022
Q3 | $4.3M | Buy |
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|
2022
Q2 | $4.68M | Sell |
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|
2022
Q1 | $5.16M | Sell |
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|
2021
Q4 | $5.02M | Sell |
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|
2021
Q3 | $4.77M | Sell |
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|
2021
Q2 | $4.93M | Sell |
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|
2021
Q1 | $4.84M | Sell |
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|
2020
Q4 | $4.37M | Sell |
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|
2020
Q3 | $3.92M | Sell |
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|
2020
Q2 | $4.49M | Sell |
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|
2020
Q1 | $4.32M | Sell |
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|
2019
Q4 | $6.27M | Sell |
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|
2019
Q3 | $6.11M | Sell |
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|
2019
Q2 | $6.04M | Sell |
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|
2019
Q1 | $6.43M | Sell |
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|
2018
Q4 | $6.97M | Sell |
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|
2018
Q3 | $7.8M | Sell |
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|
2018
Q2 | $7.77M | Sell |
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|
2018
Q1 | $7.78M | Sell |
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|
2017
Q4 | $8.15M | Buy |
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|
2017
Q3 | $7.7M | Sell |
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|
2017
Q2 | $7.88M | Sell |
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|
2017
Q1 | $7.88M | Sell |
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|
2016
Q4 | $7.86M | Sell |
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|
2016
Q3 | $7.7M | Sell |
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|
2016
Q2 | $8.15M | Sell |
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|
2016
Q1 | $7.87M | Sell |
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|
2015
Q4 | $7.29M | Buy |
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|
2015
Q3 | $3.74M | Sell |
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|
2015
Q2 | $3.93M | Sell |
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|
2015
Q1 | $4.11M | Sell |
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|
2014
Q4 | $4.86M | Sell |
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|
2014
Q3 | $4.56M | Sell |
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|
2014
Q2 | $4.84M | Sell |
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|
2014
Q1 | $4.65M | Buy |
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|
2013
Q4 | $4.26M | Sell |
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|
2013
Q3 | $4.08M | Sell |
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|
2013
Q2 | $11.3M | Buy |
|