Ritter Daniher Financial Advisory’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 | $462K | Hold |
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|
2025
Q2 | $432K | Hold |
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|
2025
Q1 | $437K | Hold |
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|
2024
Q4 | $427K | Hold |
|
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $401K | Buy |
|
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $115K | Hold |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $125K | Hold |
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|
2022
Q4 | $129K | Sell |
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|
2022
Q3 | $173K | Hold |
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|
2022
Q2 | $190K | Buy |
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|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $123K | Buy |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $121K | Sell |
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|
2020
Q4 | $105K | Buy |
|